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 | $66,156 | $106,584-37.9% | $101,326-34.7% | $142,382-53.5% |
| Participation rate | 78.9% | 82.7%-3.7pp | 81.5%-2.5pp | 80.1%-1.2pp |
| Annual return | 167.03% | 36.93%+130.1pp | 36.82%+130.2pp | 217.08%-50.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,362 | $8,297+61.0% | $7,994+67.2% | $6,507+105.3% |
| Admin fee / account holder | $431 | $11,446-96.2% | $11,185-96.1% | $12,624-96.6% |