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 | $59,300 | $111,754-46.9% | $103,333-42.6% | $145,922-59.4% |
| Participation rate | 73.7% | 77.9%-4.3pp | 74.5%-0.8pp | 80.3%-6.6pp |
| Annual return | 9.11% | 24.77%-15.7pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,879 | $5,619-13.2% | $5,057-3.5% | $6,688-27.0% |
| Admin fee / account holder | $7,655 | $9,750-21.5% | $8,355-8.4% | $13,397-42.9% |