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 | $17,759 | $117,381-84.9% | $99,443-82.1% | $152,861-88.4% |
| Participation rate | 76.2% | 77.5%-1.4pp | 73.8%+2.4pp | 82.4%-6.3pp |
| Annual return | 10.04% | 31.87%-21.8pp | 30.72%-20.7pp | 345.32%-335.3pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,559 | $4,086-61.8% | $3,619-56.9% | $5,850-73.3% |
| Admin fee / account holder | $350 | $7,631-95.4% | $6,250-94.4% | $11,596-97.0% |