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 | $36,027 | $110,257-67.3% | $96,544-62.7% | $139,434-74.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 25.72% | 26.32%-0.6pp | 25.84%-0.1pp | 372.94%-347.2pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,245 | $5,548+48.6% | $4,851+70.0% | $6,710+22.9% |
| Admin fee / account holder | $3,467 | $11,591-70.1% | $8,252-58.0% | $11,403-69.6% |