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 | $39,531 | $58,828-32.8% | $77,999-49.3% | $62,891-37.1% |
| Participation rate | 81.6% | 71.1%+10.5pp | 75.5%+6.1pp | 69.3%+12.3pp |
| Annual return | 7.51% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $105 | $1,672-93.7% | $2,470-95.7% | $2,281-95.4% |
| Participant deferral / active EE | $2,197 | $2,686-18.2% | $3,497-37.2% | $3,203-31.4% |
| Admin fee / account holder | $1,407 | $4,393-68.0% | $5,480-74.3% | $4,296-67.2% |