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 | $36,177 | $100,773-64.1% | $88,946-59.3% | $142,382-74.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.63% | 70.18%-48.5pp | 57.82%-36.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $271 | $2,918-90.7% | $2,555-89.4% | $4,299-93.7% |
| Participant deferral / active EE | $6,378 | $5,230+21.9% | $4,581+39.2% | $6,507-2.0% |
| Admin fee / account holder | $1,316 | $9,693-86.4% | $8,261-84.1% | $12,624-89.6% |