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 5-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 | $9,871 | $64,839-84.8% | $95,585-89.7% | $84,808-88.4% |
| Participation rate | 82.1% | 63.8%+18.2pp | 72.1%+10.0pp | 68.3%+13.7pp |
| Annual return | 18.97% | -670.96%+689.9pp | 38.56%-19.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,167 | $2,965-26.9% | $4,023-46.1% | $4,212-48.6% |
| Admin fee / account holder | $590 | $5,964-90.1% | $6,127-90.4% | $7,344-92.0% |