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 | $78,613 | $183,519-57.2% | $155,509-49.4% | $145,922-46.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.43% | 61.17%-42.7pp | 64.67%-46.2pp | 561.29%-542.9pp |
| Employer contribution / active EE | $987 | $5,313-81.4% | $4,672-78.9% | $4,660-78.8% |
| Participant deferral / active EE | $2,562 | $6,462-60.4% | $5,626-54.5% | $6,688-61.7% |
| Admin fee / account holder | $926 | $19,313-95.2% | $15,912-94.2% | $13,397-93.1% |