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 6-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 | $38,098 | $214,378-82.2% | $200,582-81.0% | $142,382-73.2% |
| Participation rate | 87.0% | 87.4%-0.5pp | 86.9%+0.1pp | 80.1%+6.8pp |
| Annual return | 13.52% | 46.41%-32.9pp | 42.33%-28.8pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,338 | $6,841-80.4% | $6,419-79.2% | $4,299-68.9% |
| Participant deferral / active EE | $6,055 | $9,865-38.6% | $9,331-35.1% | $6,507-7.0% |
| Admin fee / account holder | $8,605 | $17,692-51.4% | $16,305-47.2% | $12,624-31.8% |