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 | $37,576 | $105,181-64.3% | $159,436-76.4% | $85,850-56.2% |
| Participation rate | 96.3% | 75.8%+20.5pp | 82.8%+13.5pp | 69.3%+27.0pp |
| Annual return | 18.51% | 45.07%-26.6pp | 263.57%-245.1pp | 318.53%-300.0pp |
| Employer contribution / active EE | $291 | $3,318-91.2% | $4,829-94.0% | $2,565-88.7% |
| Participant deferral / active EE | $6,742 | $5,945+13.4% | $7,352-8.3% | $3,952+70.6% |
| Admin fee / account holder | $4,892 | $6,933-29.4% | $10,799-54.7% | $6,260-21.9% |