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 6-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 | $39,617 | $80,673-50.9% | $101,326-60.9% | $84,808-53.3% |
| Participation rate | 74.1% | 77.8%-3.7pp | 81.5%-7.4pp | 68.3%+5.8pp |
| Annual return | 17.87% | 38.95%-21.1pp | 36.82%-18.9pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,803 | $6,840-15.2% | $7,994-27.4% | $4,212+37.8% |
| Admin fee / account holder | $2,425 | $12,784-81.0% | $11,185-78.3% | $7,344-67.0% |