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 | $49,903 | $93,571-46.7% | $135,903-63.3% | $75,163-33.6% |
| Participation rate | 81.4% | 75.2%+6.2pp | 81.9%-0.6pp | 67.2%+14.2pp |
| Annual return | 127.53% | 30.90%+96.6pp | 68.23%+59.3pp | 160.62%-33.1pp |
| Employer contribution / active EE | $79 | $3,537-97.8% | $4,856-98.4% | $2,670-97.0% |
| Participant deferral / active EE | $5,457 | $6,404-14.8% | $7,758-29.7% | $4,125+32.3% |
| Admin fee / account holder | $8,553 | $6,975+22.6% | $10,762-20.5% | $5,651+51.4% |