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 | $23,457 | $127,065-81.5% | $113,168-79.3% | $142,382-83.5% |
| Participation rate | 82.6% | 79.2%+3.4pp | 76.6%+6.0pp | 80.1%+2.5pp |
| Annual return | 19.11% | 24.03%-4.9pp | 24.27%-5.2pp | 217.08%-198.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,188 | $5,716-26.7% | $5,107-18.0% | $6,507-35.6% |
| Admin fee / account holder | $1,523 | $15,736-90.3% | $12,068-87.4% | $12,624-87.9% |