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 8-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 | $58,569 | $157,256-62.8% | $141,162-58.5% | $152,861-61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.33% | 64.32%-40.0pp | 71.39%-47.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $671 | $5,261-87.2% | $4,735-85.8% | $4,762-85.9% |
| Participant deferral / active EE | $14,484 | $7,109+103.7% | $6,709+115.9% | $5,850+147.6% |
| Admin fee / account holder | $813 | $12,120-93.3% | $10,261-92.1% | $11,596-93.0% |