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 | $52,612 | $126,574-58.4% | $106,213-50.5% | $145,922-63.9% |
| Participation rate | 76.5% | 77.6%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 11.69% | 224.79%-213.1pp | 116.14%-104.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,049 | $5,724-11.8% | $5,016+0.7% | $6,688-24.5% |
| Admin fee / account holder | $3,235 | $17,304-81.3% | $11,033-70.7% | $13,397-75.8% |