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 | $26,900 | $48,046-44.0% | $84,611-68.2% | $72,985-63.1% |
| Participation rate | 92.5% | 57.6%+34.9pp | 68.2%+24.2pp | 69.5%+23.0pp |
| Annual return | 20.48% | 37.38%-16.9pp | 258.74%-238.3pp | 81.00%-60.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,599 | $2,680+108.9% | $3,899+43.6% | $3,607+55.2% |
| Admin fee / account holder | $2,613 | $3,395-23.0% | $4,912-46.8% | $5,124-49.0% |