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 9-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 | $53,964 | $214,378-74.8% | $200,582-73.1% | $142,382-62.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.37% | 46.41%-23.0pp | 42.33%-19.0pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,037 | $6,841-84.8% | $6,419-83.8% | $4,299-75.9% |
| Participant deferral / active EE | $10,520 | $9,865+6.6% | $9,331+12.7% | $6,507+61.7% |
| Admin fee / account holder | $780 | $17,692-95.6% | $16,305-95.2% | $12,624-93.8% |