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 | $15,967 | $107,452-85.1% | $91,541-82.6% | $142,382-88.8% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 14.67% | 22.06%-7.4pp | 20.50%-5.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,308 | $4,754-30.4% | $4,008-17.5% | $6,507-49.2% |
| Admin fee / account holder | $547 | $8,834-93.8% | $6,956-92.1% | $12,624-95.7% |