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 7-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 | $34,391 | $93,571-63.2% | $135,903-74.7% | $75,163-54.2% |
| Participation rate | 74.1% | 75.2%-1.0pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 22.60% | 30.90%-8.3pp | 68.23%-45.6pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,395 | $6,404+31.1% | $7,758+8.2% | $4,125+103.5% |
| Admin fee / account holder | $696 | $6,975-90.0% | $10,762-93.5% | $5,651-87.7% |