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 | $27,292 | $98,750-72.4% | $149,696-81.8% | $79,858-65.8% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.5%+11.1pp | 69.6%+24.0pp |
| Annual return | 83.99% | 27.43%+56.6pp | 276.60%-192.6pp | 31.71%+52.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $10,494 | $5,680+84.8% | $6,842+53.4% | $3,740+180.6% |
| Admin fee / account holder | $812 | $6,053-86.6% | $9,309-91.3% | $5,306-84.7% |