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 3-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 | $32,342 | $80,673-59.9% | $101,326-68.1% | $84,808-61.9% |
| Participation rate | 73.6% | 77.8%-4.2pp | 81.5%-7.9pp | 68.3%+5.3pp |
| Annual return | 23.68% | 38.95%-15.3pp | 36.82%-13.1pp | 40.90%-17.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,652 | $6,840+11.9% | $7,994-4.3% | $4,212+81.7% |
| Admin fee / account holder | $3,886 | $12,784-69.6% | $11,185-65.3% | $7,344-47.1% |