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 | $55,215 | $88,634-37.7% | $101,326-45.5% | $74,304-25.7% |
| Participation rate | 73.0% | 76.9%-3.8pp | 81.5%-8.5pp | 60.3%+12.7pp |
| Annual return | 81.72% | 33.10%+48.6pp | 36.82%+44.9pp | 29.43%+52.3pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,623 | $7,322+31.4% | $7,994+20.4% | $3,767+155.4% |
| Admin fee / account holder | $4,984 | $2,425+105.5% | $11,185-55.4% | $2,969+67.9% |