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 | $13,052 | $114,381-88.6% | $107,525-87.9% | $142,382-90.8% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 22.00% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $752 | $4,015-81.3% | $3,754-80.0% | $4,299-82.5% |
| Participant deferral / active EE | $3,423 | $5,564-38.5% | $5,116-33.1% | $6,507-47.4% |
| Admin fee / account holder | $749 | $9,860-92.4% | $8,919-91.6% | $12,624-94.1% |