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 | $22,881 | $91,190-74.9% | $178,490-87.2% | $79,858-71.3% |
| Participation rate | 73.7% | 69.2%+4.5pp | 81.9%-8.2pp | 69.6%+4.1pp |
| Annual return | 16.86% | 24.19%-7.3pp | 151.07%-134.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,868 | $3,236+19.5% | $5,202-25.6% | $3,740+3.4% |
| Admin fee / account holder | $3,548 | $6,751-47.4% | $13,984-74.6% | $5,306-33.1% |