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 | $35,572 | $104,664-66.0% | $85,682-58.5% | $167,490-78.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.34% | 21.45%-10.1pp | 21.49%-10.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $450 | $3,337-86.5% | $2,618-82.8% | $4,837-90.7% |
| Participant deferral / active EE | $4,648 | $4,824-3.7% | $3,923+18.5% | $6,341-26.7% |
| Admin fee / account holder | $1,365 | $10,032-86.4% | $6,873-80.1% | $12,309-88.9% |