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 | $34,926 | $185,822-81.2% | $169,993-79.5% | $139,434-75.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.03% | 60.50%-33.5pp | 53.37%-26.3pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,241 | $7,590-83.6% | $6,785-81.7% | $4,751-73.9% |
| Participant deferral / active EE | $14,020 | $11,622+20.6% | $10,408+34.7% | $6,710+108.9% |
| Admin fee / account holder | $349 | $15,381-97.7% | $12,815-97.3% | $11,403-96.9% |