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 5-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 | $44,685 | $102,317-56.3% | $146,958-69.6% | $80,856-44.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 14.95% | 134.76%-119.8pp | 418.34%-403.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $344 | $3,713-90.7% | $4,933-93.0% | $2,755-87.5% |
| Participant deferral / active EE | $9,368 | $6,644+41.0% | $8,070+16.1% | $4,296+118.1% |
| Admin fee / account holder | $945 | $7,941-88.1% | $12,998-92.7% | $6,918-86.3% |