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 | $22,091 | $88,594-75.1% | $70,092-68.5% | $134,475-83.6% |
| Participation rate | 82.4% | 74.9%+7.4pp | 70.5%+11.9pp | 81.2%+1.1pp |
| Annual return | -19.75% | 442.67%-462.4pp | 190.73%-210.5pp | 417.96%-437.7pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,559 | $4,772+37.4% | $3,849+70.4% | $6,400+2.5% |
| Admin fee / account holder | $1,631 | $10,441-84.4% | $6,267-74.0% | $11,426-85.7% |