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 8-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 | $72,014 | $117,841-38.9% | $102,423-29.7% | $145,922-50.6% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 13.94% | 31.65%-17.7pp | 29.32%-15.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $110 | $3,615-97.0% | $3,023-96.4% | $4,660-97.6% |
| Participant deferral / active EE | $8,667 | $5,731+51.2% | $5,053+71.5% | $6,688+29.6% |
| Admin fee / account holder | $17,419 | $13,326+30.7% | $9,451+84.3% | $13,397+30.0% |