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 | $15,816 | $58,208-72.8% | $81,812-80.7% | $80,856-80.4% |
| Participation rate | 92.5% | 63.4%+29.0pp | 72.3%+20.1pp | 67.6%+24.8pp |
| Annual return | 18.23% | 41.66%-23.4pp | 773.79%-755.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,167 | $3,281+27.0% | $4,319-3.5% | $4,296-3.0% |
| Admin fee / account holder | $1,032 | $4,981-79.3% | $7,386-86.0% | $6,918-85.1% |