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 | $19,853 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 14.39% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $571 | $5,313-89.2% | $4,672-87.8% | $4,660-87.7% |
| Participant deferral / active EE | $3,594 | $6,462-44.4% | $5,626-36.1% | $6,688-46.3% |
| Admin fee / account holder | $766 | $19,313-96.0% | $15,912-95.2% | $13,397-94.3% |