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 9-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 | $91,845 | $214,378-57.2% | $200,582-54.2% | $142,382-35.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 18.97% | 46.41%-27.4pp | 42.33%-23.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $974 | $6,841-85.8% | $6,419-84.8% | $4,299-77.4% |
| Participant deferral / active EE | $13,756 | $9,865+39.4% | $9,331+47.4% | $6,507+111.4% |
| Admin fee / account holder | $3,100 | $17,692-82.5% | $16,305-81.0% | $12,624-75.4% |