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 10-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 | $21,947 | $133,922-83.6% | $116,228-81.1% | $142,382-84.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.72% | 147.76%-131.0pp | 90.06%-73.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $251 | $3,446-92.7% | $2,994-91.6% | $4,299-94.2% |
| Participant deferral / active EE | $2,942 | $5,672-48.1% | $4,953-40.6% | $6,507-54.8% |
| Admin fee / account holder | $411 | $14,945-97.2% | $11,989-96.6% | $12,624-96.7% |