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 | $10,727 | $80,717-86.7% | $154,803-93.1% | $84,808-87.4% |
| Participation rate | 72.4% | 66.8%+5.6pp | 78.1%-5.7pp | 68.3%+4.1pp |
| Annual return | 15.10% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $176 | $2,761-93.6% | $4,305-95.9% | $2,631-93.3% |
| Participant deferral / active EE | $1,495 | $3,303-54.7% | $5,540-73.0% | $4,212-64.5% |
| Admin fee / account holder | $1,244 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |