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 7-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 | $26,134 | $81,460-67.9% | $103,333-74.7% | $80,856-67.7% |
| Participation rate | 78.7% | 66.8%+11.8pp | 74.5%+4.2pp | 67.6%+11.1pp |
| Annual return | 10.75% | 25.55%-14.8pp | 24.88%-14.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $719 | $3,105-76.9% | $3,868-81.4% | $2,755-73.9% |
| Participant deferral / active EE | $4,677 | $3,869+20.9% | $5,057-7.5% | $4,296+8.9% |
| Admin fee / account holder | $1,468 | $6,566-77.6% | $8,355-82.4% | $6,918-78.8% |