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 | $13,291 | $95,266-86.0% | $82,389-83.9% | $142,382-90.7% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.5%+24.9pp | 80.1%+14.3pp |
| Annual return | 17.99% | 25.74%-7.7pp | 28.67%-10.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,983 | $4,809-38.0% | $4,155-28.2% | $6,507-54.2% |
| Admin fee / account holder | $334 | $8,563-96.1% | $7,231-95.4% | $12,624-97.4% |