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 6-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 | $26,011 | $109,881-76.3% | $150,045-82.7% | $84,808-69.3% |
| Participation rate | 78.9% | 76.1%+2.9pp | 82.3%-3.4pp | 68.3%+10.6pp |
| Annual return | 17.74% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $493 | $3,561-86.1% | $4,693-89.5% | $2,631-81.2% |
| Participant deferral / active EE | $2,720 | $6,636-59.0% | $7,997-66.0% | $4,212-35.4% |
| Admin fee / account holder | $663 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |