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 7-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 | $89,137 | $115,770-23.0% | $101,248-12.0% | $158,922-43.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 18.62% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $441 | $4,175-89.4% | $3,660-88.0% | $4,761-90.7% |
| Participant deferral / active EE | $3,864 | $4,957-22.1% | $4,370-11.6% | $5,982-35.4% |
| Admin fee / account holder | $379 | $7,245-94.8% | $5,945-93.6% | $11,246-96.6% |