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 8-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 | $137,836 | $165,984-17.0% | $164,813-16.4% | $145,922-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.40% | 100.03%-86.6pp | 69.93%-56.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $784 | $5,273-85.1% | $4,341-81.9% | $4,660-83.2% |
| Participant deferral / active EE | $10,420 | $6,959+49.7% | $6,031+72.8% | $6,688+55.8% |
| Admin fee / account holder | $1,775 | $16,648-89.3% | $12,690-86.0% | $13,397-86.7% |