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 4-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 | $35,446 | $165,984-78.6% | $164,813-78.5% | $145,922-75.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.91% | 100.03%-83.1pp | 69.93%-53.0pp | 561.29%-544.4pp |
| Employer contribution / active EE | $870 | $5,273-83.5% | $4,341-80.0% | $4,660-81.3% |
| Participant deferral / active EE | $7,209 | $6,959+3.6% | $6,031+19.5% | $6,688+7.8% |
| Admin fee / account holder | $611 | $16,648-96.3% | $12,690-95.2% | $13,397-95.4% |