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 | $56,274 | $81,248-30.7% | $155,509-63.8% | $80,856-30.4% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 12.15% | 33.31%-21.2pp | 64.67%-52.5pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,389 | $3,452-59.8% | $5,626-75.3% | $4,296-67.7% |
| Admin fee / account holder | $364 | $7,997-95.5% | $15,912-97.7% | $6,918-94.7% |