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 | $28,764 | $755,339-96.2% | $379,746-92.4% | $158,922-81.9% |
| Participation rate | 75.0% | 81.8%-6.8pp | 78.4%-3.4pp | 82.0%-7.0pp |
| Annual return | 10.71% | 53.41%-42.7pp | 34.90%-24.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $0 | $4,685-100.0% | $3,540-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,159 | $7,938+2.8% | $6,024+35.4% | $5,982+36.4% |
| Admin fee / account holder | $6,318 | $14,482-56.4% | $7,927-20.3% | $11,246-43.8% |