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 10-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 | $35,896 | $181,894-80.3% | $156,549-77.1% | $273,961-86.9% |
| Participation rate | 70.0% | 88.4%-18.4pp | 84.0%-14.0pp | 83.0%-13.0pp |
| Annual return | 4.38% | 30.74%-26.4pp | 32.23%-27.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,281 | $6,248-79.5% | $5,501-76.7% | $4,869-73.7% |
| Participant deferral / active EE | $3,201 | $5,550-42.3% | $4,871-34.3% | $5,287-39.5% |
| Admin fee / account holder | $1,713 | $15,559-89.0% | $13,027-86.8% | $10,132-83.1% |