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 8-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 | $76,217 | $109,881-30.6% | $150,045-49.2% | $84,808-10.1% |
| Participation rate | 73.8% | 76.1%-2.2pp | 82.3%-8.5pp | 68.3%+5.5pp |
| Annual return | 19.35% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,490 | $6,636+58.1% | $7,997+31.2% | $4,212+149.1% |
| Admin fee / account holder | $3,867 | $8,568-54.9% | $13,435-71.2% | $7,344-47.3% |