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 | $6,591 | $74,888-91.2% | $71,209-90.7% | $142,382-95.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 14.92% | 345.14%-330.2pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $326 | $2,854-88.6% | $2,721-88.0% | $4,299-92.4% |
| Participant deferral / active EE | $1,625 | $4,454-63.5% | $4,175-61.1% | $6,507-75.0% |
| Admin fee / account holder | $1,201 | $5,568-78.4% | $5,349-77.6% | $12,624-90.5% |