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 | $8,169 | $104,974-92.2% | $95,585-91.5% | $142,382-94.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 465.07% | 210.33%+254.7pp | 38.56%+426.5pp | 217.08%+248.0pp |
| Employer contribution / active EE | $121 | $2,779-95.7% | $2,527-95.2% | $4,299-97.2% |
| Participant deferral / active EE | $1,967 | $4,352-54.8% | $4,023-51.1% | $6,507-69.8% |
| Admin fee / account holder | $813 | $6,386-87.3% | $6,127-86.7% | $12,624-93.6% |