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 | $32,343 | $159,602-79.7% | $150,045-78.4% | $142,382-77.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.71% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $700 | $4,961-85.9% | $4,693-85.1% | $4,299-83.7% |
| Participant deferral / active EE | $5,900 | $8,310-29.0% | $7,997-26.2% | $6,507-9.3% |
| Admin fee / account holder | $1,585 | $14,846-89.3% | $13,435-88.2% | $12,624-87.4% |