See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,474 | $54,705-64.4% | $71,209-72.7% | $84,808-77.0% |
| Participation rate | 93.9% | 64.1%+29.9pp | 73.8%+20.2pp | 68.3%+25.6pp |
| Annual return | 23.05% | 35.90%-12.8pp | 282.51%-259.5pp | 40.90%-17.8pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,361 | $3,030+43.9% | $4,175+4.4% | $4,212+3.5% |
| Admin fee / account holder | $2,148 | $4,863-55.8% | $5,349-59.8% | $7,344-70.7% |