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 | $6,336 | $54,705-88.4% | $71,209-91.1% | $84,808-92.5% |
| Participation rate | 77.8% | 64.1%+13.7pp | 73.8%+4.0pp | 68.3%+9.5pp |
| Annual return | 21.58% | 35.90%-14.3pp | 282.51%-260.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $186 | $2,158-91.4% | $2,721-93.2% | $2,631-92.9% |
| Participant deferral / active EE | $1,084 | $3,030-64.2% | $4,175-74.0% | $4,212-74.3% |
| Admin fee / account holder | $530 | $4,863-89.1% | $5,349-90.1% | $7,344-92.8% |