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 5-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 | $15,985 | $48,795-67.2% | $65,493-75.6% | $84,808-81.2% |
| Participation rate | 72.5% | 67.0%+5.5pp | 73.1%-0.6pp | 68.3%+4.2pp |
| Annual return | 15.86% | 20.20%-4.3pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $262 | $1,930-86.4% | $2,574-89.8% | $2,631-90.0% |
| Participant deferral / active EE | $2,637 | $2,928-10.0% | $3,961-33.4% | $4,212-37.4% |
| Admin fee / account holder | $1,299 | $3,877-66.5% | $5,028-74.2% | $7,344-82.3% |