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 | $7,489 | $95,266-92.1% | $82,389-90.9% | $142,382-94.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 13.62% | 25.74%-12.1pp | 28.67%-15.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $416 | $2,991-86.1% | $2,517-83.5% | $4,299-90.3% |
| Participant deferral / active EE | $2,559 | $4,809-46.8% | $4,155-38.4% | $6,507-60.7% |
| Admin fee / account holder | $1,793 | $8,563-79.1% | $7,231-75.2% | $12,624-85.8% |