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 | $245,896 | $68,719+257.8% | $91,541+168.6% | $84,808+189.9% |
| Participation rate | 84.8% | 64.5%+20.3pp | 69.8%+15.0pp | 68.3%+16.5pp |
| Annual return | 13.96% | 19.12%-5.2pp | 20.50%-6.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,049 | $3,136+156.7% | $4,008+100.8% | $4,212+91.1% |
| Admin fee / account holder | $1,012 | $5,786-82.5% | $6,956-85.5% | $7,344-86.2% |