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 | $14,119 | $106,515-86.7% | $96,683-85.4% | $139,434-89.9% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.3%+19.0pp | 80.3%+13.0pp |
| Annual return | 35.08% | 38.43%-3.3pp | 35.69%-0.6pp | 372.94%-337.9pp |
| Employer contribution / active EE | $60 | $4,103-98.5% | $3,737-98.4% | $4,751-98.7% |
| Participant deferral / active EE | $7,784 | $5,454+42.7% | $4,878+59.6% | $6,710+16.0% |
| Admin fee / account holder | $328 | $7,877-95.8% | $6,730-95.1% | $11,403-97.1% |