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 | $78,700 | $86,286-8.8% | $111,297-29.3% | $85,850-8.3% |
| Participation rate | 83.8% | 73.3%+10.5pp | 77.3%+6.5pp | 69.3%+14.5pp |
| Annual return | 13.02% | 19.99%-7.0pp | 54.65%-41.6pp | 318.53%-305.5pp |
| Employer contribution / active EE | $376 | $2,043-81.6% | $2,731-86.2% | $2,565-85.3% |
| Participant deferral / active EE | $3,566 | $3,641-2.1% | $4,487-20.5% | $3,952-9.8% |
| Admin fee / account holder | $4,963 | $8,188-39.4% | $7,964-37.7% | $6,260-20.7% |