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 | $41,096 | $93,571-56.1% | $135,903-69.8% | $75,163-45.3% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 26.09% | 30.90%-4.8pp | 68.23%-42.1pp | 160.62%-134.5pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,234 | $6,404+44.2% | $7,758+19.0% | $4,125+123.9% |
| Admin fee / account holder | $1,842 | $6,975-73.6% | $10,762-82.9% | $5,651-67.4% |