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 4-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 | $30,975 | $105,126-70.5% | $94,646-67.3% | $139,434-77.8% |
| Participation rate | 78.9% | 82.4%-3.4pp | 80.8%-1.9pp | 80.3%-1.4pp |
| Annual return | 257.36% | 38.03%+219.3pp | 156.71%+100.7pp | 372.94%-115.6pp |
| Employer contribution / active EE | $8 | $4,106-99.8% | $3,672-99.8% | $4,751-99.8% |
| Participant deferral / active EE | $8,355 | $7,599+9.9% | $7,418+12.6% | $6,710+24.5% |
| Admin fee / account holder | $2,118 | $8,984-76.4% | $7,231-70.7% | $11,403-81.4% |