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 | $48,530 | $148,978-67.4% | $200,582-75.8% | $84,808-42.8% |
| Participation rate | 72.9% | 84.2%-11.3pp | 86.9%-14.0pp | 68.3%+4.6pp |
| Annual return | 16.36% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,953 | $7,142+11.4% | $9,331-14.8% | $4,212+88.8% |
| Admin fee / account holder | $5,189 | $13,977-62.9% | $16,305-68.2% | $7,344-29.3% |