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 | $23,902 | $93,571-74.5% | $135,903-82.4% | $75,163-68.2% |
| Participation rate | 75.4% | 75.2%+0.3pp | 81.9%-6.5pp | 67.2%+8.2pp |
| Annual return | 49.14% | 30.90%+18.2pp | 68.23%-19.1pp | 160.62%-111.5pp |
| Employer contribution / active EE | $18 | $3,537-99.5% | $4,856-99.6% | $2,670-99.3% |
| Participant deferral / active EE | $14,724 | $6,404+129.9% | $7,758+89.8% | $4,125+256.9% |
| Admin fee / account holder | $2,454 | $6,975-64.8% | $10,762-77.2% | $5,651-56.6% |