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 | $38,880 | $72,492-46.4% | $87,100-55.4% | $72,985-46.7% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 19.51% | 24.46%-4.9pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,073 | $3,270-36.6% | $4,049-48.8% | $3,607-42.5% |
| Admin fee / account holder | $707 | $5,055-86.0% | $7,497-90.6% | $5,124-86.2% |