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 3-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 | $65,455 | $177,572-63.1% | $154,803-57.7% | $142,382-54.0% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 14.01% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $816 | $4,810-83.0% | $4,305-81.1% | $4,299-81.0% |
| Participant deferral / active EE | $2,866 | $6,272-54.3% | $5,540-48.3% | $6,507-56.0% |
| Admin fee / account holder | $1,420 | $16,786-91.5% | $14,329-90.1% | $12,624-88.8% |