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 | $107,900 | $159,602-32.4% | $150,045-28.1% | $142,382-24.2% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 14.26% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $550 | $4,961-88.9% | $4,693-88.3% | $4,299-87.2% |
| Participant deferral / active EE | $8,664 | $8,310+4.3% | $7,997+8.3% | $6,507+33.1% |
| Admin fee / account holder | $19,735 | $14,846+32.9% | $13,435+46.9% | $12,624+56.3% |