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 | $246,515 | $297,529-17.1% | $246,5250% | $357,791-31.1% |
| Participation rate | 78.6% | 86.5%-8.0pp | 82.0%-3.4pp | 85.6%-7.0pp |
| Annual return | 14.40% | -2.25%+16.7pp | 0.46%+13.9pp | 396.79%-382.4pp |
| Employer contribution / active EE | $4,872 | $8,709-44.1% | $7,467-34.8% | $7,508-35.1% |
| Participant deferral / active EE | $8,732 | $6,076+43.7% | $5,422+61.0% | $5,521+58.2% |
| Admin fee / account holder | $1,014 | $16,212-93.7% | $16,551-93.9% | $28,387-96.4% |