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 6-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 | $36,962 | $179,726-79.4% | $156,263-76.3% | $142,382-74.0% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 10.26% | 77.86%-67.6pp | 59.47%-49.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $250 | $5,069-95.1% | $4,333-94.2% | $4,299-94.2% |
| Participant deferral / active EE | $6,689 | $6,956-3.8% | $6,158+8.6% | $6,507+2.8% |
| Admin fee / account holder | $626 | $17,272-96.4% | $14,255-95.6% | $12,624-95.0% |