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 4-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 | $82,526 | $185,822-55.6% | $169,993-51.5% | $139,434-40.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 17.40% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $775 | $7,590-89.8% | $6,785-88.6% | $4,751-83.7% |
| Participant deferral / active EE | $8,443 | $11,622-27.4% | $10,408-18.9% | $6,710+25.8% |
| Admin fee / account holder | $308 | $15,381-98.0% | $12,815-97.6% | $11,403-97.3% |