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 | $18,939 | $177,572-89.3% | $154,803-87.8% | $142,382-86.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.92% | 65.07%-42.1pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $660 | $4,810-86.3% | $4,305-84.7% | $4,299-84.6% |
| Participant deferral / active EE | $4,911 | $6,272-21.7% | $5,540-11.4% | $6,507-24.5% |
| Admin fee / account holder | $4,396 | $16,786-73.8% | $14,329-69.3% | $12,624-65.2% |