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 | $33,852 | $185,822-81.8% | $169,993-80.1% | $139,434-75.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.15% | 60.50%-40.4pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $544 | $7,590-92.8% | $6,785-92.0% | $4,751-88.5% |
| Participant deferral / active EE | $8,961 | $11,622-22.9% | $10,408-13.9% | $6,710+33.5% |
| Admin fee / account holder | $337 | $15,381-97.8% | $12,815-97.4% | $11,403-97.0% |