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 | $29,571 | $148,534-80.1% | $135,903-78.2% | $139,434-78.8% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 14.83% | 79.19%-64.4pp | 68.23%-53.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $362 | $5,243-93.1% | $4,856-92.5% | $4,751-92.4% |
| Participant deferral / active EE | $2,586 | $8,100-68.1% | $7,758-66.7% | $6,710-61.5% |
| Admin fee / account holder | $767 | $12,400-93.8% | $10,762-92.9% | $11,403-93.3% |