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 | $26,209 | $94,752-72.3% | $112,887-76.8% | $139,434-81.2% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 23.88% | 40.88%-17.0pp | 34.10%-10.2pp | 372.94%-349.1pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $13,563 | $6,512+108.3% | $6,513+108.2% | $6,710+102.1% |
| Admin fee / account holder | $5,081 | $8,527-40.4% | $7,047-27.9% | $11,403-55.4% |