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 | $37,906 | $154,117-75.4% | $129,995-70.8% | $139,434-72.8% |
| Participation rate | 95.7% | 82.0%+13.7pp | 78.5%+17.2pp | 80.3%+15.3pp |
| Annual return | 13.78% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $171 | $5,289-96.8% | $4,320-96.0% | $4,751-96.4% |
| Participant deferral / active EE | $3,181 | $6,710-52.6% | $5,820-45.3% | $6,710-52.6% |
| Admin fee / account holder | $15,885 | $14,007+13.4% | $10,614+49.7% | $11,403+39.3% |