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 | $33,272 | $58,208-42.8% | $81,812-59.3% | $80,856-58.9% |
| Participation rate | 94.5% | 63.4%+31.1pp | 72.3%+22.2pp | 67.6%+26.9pp |
| Annual return | 15.19% | 41.66%-26.5pp | 773.79%-758.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,715 | $3,281-47.7% | $4,319-60.3% | $4,296-60.1% |
| Admin fee / account holder | $432 | $4,981-91.3% | $7,386-94.2% | $6,918-93.8% |