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 | $24,388 | $183,519-86.7% | $155,509-84.3% | $145,922-83.3% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.46% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $989 | $5,313-81.4% | $4,672-78.8% | $4,660-78.8% |
| Participant deferral / active EE | $4,885 | $6,462-24.4% | $5,626-13.2% | $6,688-27.0% |
| Admin fee / account holder | $1,215 | $19,313-93.7% | $15,912-92.4% | $13,397-90.9% |