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 8-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 | $110,421 | $238,490-53.7% | $180,183-38.7% | $142,382-22.4% |
| Participation rate | 93.8% | 82.3%+11.5pp | 77.4%+16.3pp | 80.1%+13.6pp |
| Annual return | 12.69% | 33.56%-20.9pp | 27.86%-15.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,335 | $6,143-78.3% | $5,039-73.5% | $4,299-69.0% |
| Participant deferral / active EE | $4,146 | $7,996-48.2% | $6,822-39.2% | $6,507-36.3% |
| Admin fee / account holder | $3,198 | $28,866-88.9% | $19,975-84.0% | $12,624-74.7% |