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 9-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 | $9,935 | $58,208-82.9% | $81,812-87.9% | $80,856-87.7% |
| Participation rate | 84.3% | 63.4%+20.9pp | 72.3%+12.0pp | 67.6%+16.7pp |
| Annual return | 20.21% | 41.66%-21.5pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $285 | $2,340-87.8% | $2,912-90.2% | $2,755-89.7% |
| Participant deferral / active EE | $3,318 | $3,281+1.1% | $4,319-23.2% | $4,296-22.8% |
| Admin fee / account holder | $679 | $4,981-86.4% | $7,386-90.8% | $6,918-90.2% |