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 | $21,798 | $83,337-73.8% | $67,834-67.9% | $273,961-92.0% |
| Participation rate | 82.4% | 76.4%+5.9pp | 68.8%+13.6pp | 83.0%-0.7pp |
| Annual return | 6.54% | 259.45%-252.9pp | 138.47%-131.9pp | 41.45%-34.9pp |
| Employer contribution / active EE | $384 | $3,287-88.3% | $2,403-84.0% | $4,869-92.1% |
| Participant deferral / active EE | $2,505 | $4,088-38.7% | $3,160-20.7% | $5,287-52.6% |
| Admin fee / account holder | $922 | $6,752-86.3% | $4,622-80.1% | $10,132-90.9% |