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 5-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 | $8,010 | $110,261-92.7% | $95,745-91.6% | $139,434-94.3% |
| Participation rate | 70.6% | 75.8%-5.2pp | 72.3%-1.7pp | 80.3%-9.7pp |
| Annual return | 17.02% | 27.11%-10.1pp | 28.35%-11.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $289 | $3,257-91.1% | $2,835-89.8% | $4,751-93.9% |
| Participant deferral / active EE | $2,155 | $4,676-53.9% | $4,245-49.2% | $6,710-67.9% |
| Admin fee / account holder | $341 | $6,613-94.9% | $5,678-94.0% | $11,403-97.0% |