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 4-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 | $34,461 | $104,974-67.2% | $95,585-63.9% | $142,382-75.8% |
| Participation rate | 82.4% | 75.0%+7.4pp | 72.1%+10.3pp | 80.1%+2.2pp |
| Annual return | 13.97% | 210.33%-196.4pp | 38.56%-24.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,595 | $4,352+5.6% | $4,023+14.2% | $6,507-29.4% |
| Admin fee / account holder | $1,928 | $6,386-69.8% | $6,127-68.5% | $12,624-84.7% |