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 | $20,366 | $117,841-82.7% | $102,423-80.1% | $145,922-86.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 14.12% | 31.65%-17.5pp | 29.32%-15.2pp | 561.29%-547.2pp |
| Employer contribution / active EE | $650 | $3,615-82.0% | $3,023-78.5% | $4,660-86.1% |
| Participant deferral / active EE | $2,781 | $5,731-51.5% | $5,053-45.0% | $6,688-58.4% |
| Admin fee / account holder | $1,042 | $13,326-92.2% | $9,451-89.0% | $13,397-92.2% |