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 | $9,591 | $80,717-88.1% | $154,803-93.8% | $84,808-88.7% |
| Participation rate | 73.3% | 66.8%+6.5pp | 78.1%-4.7pp | 68.3%+5.0pp |
| Annual return | 14.09% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $296 | $2,761-89.3% | $4,305-93.1% | $2,631-88.8% |
| Participant deferral / active EE | $1,739 | $3,303-47.4% | $5,540-68.6% | $4,212-58.7% |
| Admin fee / account holder | $2,397 | $6,746-64.5% | $14,329-83.3% | $7,344-67.4% |