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 10-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 | $41,577 | $91,552-54.6% | $133,956-69.0% | $79,858-47.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 16.59% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $403 | $2,384-83.1% | $3,919-89.7% | $2,471-83.7% |
| Participant deferral / active EE | $3,458 | $3,733-7.4% | $5,048-31.5% | $3,740-7.5% |
| Admin fee / account holder | $1,131 | $6,321-82.1% | $8,927-87.3% | $5,306-78.7% |