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 4-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 | $72,419 | $138,347-47.7% | $184,203-60.7% | $80,856-10.4% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.1pp | 67.6%+27.2pp |
| Annual return | 24.93% | 20.02%+4.9pp | 28.81%-3.9pp | 35.59%-10.7pp |
| Employer contribution / active EE | $1,198 | $4,850-75.3% | $6,427-81.4% | $2,755-56.5% |
| Participant deferral / active EE | $17,391 | $7,071+146.0% | $9,131+90.5% | $4,296+304.9% |
| Admin fee / account holder | $3,838 | $10,483-63.4% | $13,901-72.4% | $6,918-44.5% |