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 | $34,051 | $217,402-84.3% | $185,823-81.7% | $167,490-79.7% |
| Participation rate | 72.7% | 86.0%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 18.05% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,149 | $5,873-80.4% | $5,167-77.8% | $4,837-76.2% |
| Participant deferral / active EE | $2,681 | $6,356-57.8% | $5,568-51.8% | $6,341-57.7% |
| Admin fee / account holder | $439 | $19,811-97.8% | $16,237-97.3% | $12,309-96.4% |