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 | $40,341 | $77,503-47.9% | $100,391-59.8% | $80,856-50.1% |
| Participation rate | 96.8% | 76.9%+19.8pp | 81.5%+15.3pp | 67.6%+29.1pp |
| Annual return | 13.57% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $230 | $2,801-91.8% | $3,942-94.2% | $2,755-91.6% |
| Participant deferral / active EE | $10,676 | $6,820+56.5% | $8,082+32.1% | $4,296+148.5% |
| Admin fee / account holder | $3,089 | $5,897-47.6% | $7,899-60.9% | $6,918-55.3% |