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 | $48,932 | $109,413-55.3% | $156,263-68.7% | $84,808-42.3% |
| Participation rate | 77.9% | 72.7%+5.2pp | 78.9%-1.0pp | 68.3%+9.6pp |
| Annual return | 19.52% | 20.18%-0.7pp | 59.47%-39.9pp | 40.90%-21.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,918 | $4,590-14.6% | $6,158-36.4% | $4,212-7.0% |
| Admin fee / account holder | $3,086 | $9,357-67.0% | $14,255-78.4% | $7,344-58.0% |