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 | $36,002 | $106,584-66.2% | $101,326-64.5% | $142,382-74.7% |
| Participation rate | 88.2% | 82.7%+5.5pp | 81.5%+6.7pp | 80.1%+8.1pp |
| Annual return | 18.19% | 36.93%-18.7pp | 36.82%-18.6pp | 217.08%-198.9pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $10,994 | $8,297+32.5% | $7,994+37.5% | $6,507+69.0% |
| Admin fee / account holder | $943 | $11,446-91.8% | $11,185-91.6% | $12,624-92.5% |