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 6-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 | $77,748 | $197,591-60.7% | $177,821-56.3% | $158,922-51.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 54.45% | 58.76%-4.3pp | 48.32%+6.1pp | 302.83%-248.4pp |
| Employer contribution / active EE | $842 | $6,697-87.4% | $5,918-85.8% | $4,761-82.3% |
| Participant deferral / active EE | $9,875 | $8,405+17.5% | $7,714+28.0% | $5,982+65.1% |
| Admin fee / account holder | $20,000 | $15,399+29.9% | $12,427+60.9% | $11,246+77.8% |