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 | $63,672 | $148,534-57.1% | $135,903-53.1% | $139,434-54.3% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 41.25% | 79.19%-37.9pp | 68.23%-27.0pp | 372.94%-331.7pp |
| Employer contribution / active EE | $702 | $5,243-86.6% | $4,856-85.5% | $4,751-85.2% |
| Participant deferral / active EE | $2,647 | $8,100-67.3% | $7,758-65.9% | $6,710-60.6% |
| Admin fee / account holder | $892 | $12,400-92.8% | $10,762-91.7% | $11,403-92.2% |