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 | $7,550 | $80,717-90.6% | $154,803-95.1% | $84,808-91.1% |
| Participation rate | 80.8% | 66.8%+14.0pp | 78.1%+2.7pp | 68.3%+12.5pp |
| Annual return | 22.69% | 37.96%-15.3pp | 58.88%-36.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $232 | $2,761-91.6% | $4,305-94.6% | $2,631-91.2% |
| Participant deferral / active EE | $2,903 | $3,303-12.1% | $5,540-47.6% | $4,212-31.1% |
| Admin fee / account holder | $537 | $6,746-92.0% | $14,329-96.3% | $7,344-92.7% |