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 | $46,611 | $109,881-57.6% | $150,045-68.9% | $84,808-45.0% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 21.27% | 28.25%-7.0pp | 62.55%-41.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,252 | $6,636+99.7% | $7,997+65.7% | $4,212+214.7% |
| Admin fee / account holder | $1,000 | $8,568-88.3% | $13,435-92.6% | $7,344-86.4% |