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 | $11,443 | $58,208-80.3% | $81,812-86.0% | $80,856-85.8% |
| Participation rate | 71.7% | 63.4%+8.3pp | 72.3%-0.6pp | 67.6%+4.1pp |
| Annual return | 16.16% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,282 | $3,281-30.4% | $4,319-47.1% | $4,296-46.9% |
| Admin fee / account holder | $688 | $4,981-86.2% | $7,386-90.7% | $6,918-90.0% |