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 9-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 | $44,697 | $91,407-51.1% | $135,903-67.1% | $71,457-37.4% |
| Participation rate | 78.9% | 75.7%+3.3pp | 81.9%-3.0pp | 67.9%+11.0pp |
| Annual return | 51.78% | 29.90%+21.9pp | 68.23%-16.4pp | 28.85%+22.9pp |
| Employer contribution / active EE | $11 | $3,703-99.7% | $4,856-99.8% | $2,588-99.6% |
| Participant deferral / active EE | $11,852 | $7,092+67.1% | $7,758+52.8% | $4,289+176.3% |
| Admin fee / account holder | $937 | $1,266-26.0% | $10,762-91.3% | $1,587-41.0% |