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 | $33,193 | $177,572-81.3% | $154,803-78.6% | $142,382-76.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 53.00% | 65.07%-12.1pp | 58.88%-5.9pp | 217.08%-164.1pp |
| Employer contribution / active EE | $867 | $4,810-82.0% | $4,305-79.9% | $4,299-79.8% |
| Participant deferral / active EE | $3,978 | $6,272-36.6% | $5,540-28.2% | $6,507-38.9% |
| Admin fee / account holder | $384 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |