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 7-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 | $74,731 | $125,758-40.6% | $169,993-56.0% | $75,163-0.6% |
| Participation rate | 74.4% | 83.6%-9.2pp | 87.0%-12.6pp | 67.2%+7.2pp |
| Annual return | 14.68% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,272 | $4,615-72.4% | $6,785-81.3% | $2,670-52.4% |
| Participant deferral / active EE | $4,117 | $6,837-39.8% | $10,408-60.4% | $4,125-0.2% |
| Admin fee / account holder | $2,378 | $8,173-70.9% | $12,815-81.4% | $5,651-57.9% |