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 7-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 | $13,018 | $106,515-87.8% | $96,683-86.5% | $139,434-90.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 113.95% | 38.43%+75.5pp | 35.69%+78.3pp | 372.94%-259.0pp |
| Employer contribution / active EE | $364 | $4,103-91.1% | $3,737-90.3% | $4,751-92.3% |
| Participant deferral / active EE | $1,517 | $5,454-72.2% | $4,878-68.9% | $6,710-77.4% |
| Admin fee / account holder | $10,923 | $7,877+38.7% | $6,730+62.3% | $11,403-4.2% |