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 4-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 | $56,037 | $74,927-25.2% | $101,794-45.0% | $84,808-33.9% |
| Participation rate | 81.3% | 61.4%+19.9pp | 69.2%+12.1pp | 68.3%+13.0pp |
| Annual return | 16.94% | 18.70%-1.8pp | 30.53%-13.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,161 | $3,099-30.3% | $4,084-47.1% | $4,212-48.7% |
| Admin fee / account holder | $2,113 | $6,514-67.6% | $8,777-75.9% | $7,344-71.2% |