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 | $24,758 | $110,809-77.7% | $86,874-71.5% | $167,490-85.2% |
| Participation rate | 73.7% | 75.8%-2.1pp | 71.6%+2.0pp | 82.1%-8.4pp |
| Annual return | 8.28% | 116.98%-108.7pp | 63.52%-55.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,223 | $4,546-7.1% | $3,699+14.2% | $6,341-33.4% |
| Admin fee / account holder | $1,762 | $8,415-79.1% | $5,828-69.8% | $12,309-85.7% |