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 | $20,391 | $81,248-74.9% | $155,509-86.9% | $80,856-74.8% |
| Participation rate | 90.5% | 66.2%+24.2pp | 78.2%+12.3pp | 67.6%+22.8pp |
| Annual return | 64.13% | 33.31%+30.8pp | 64.67%-0.5pp | 35.59%+28.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,101 | $3,452+192.7% | $5,626+79.5% | $4,296+135.1% |
| Admin fee / account holder | $1,858 | $7,997-76.8% | $15,912-88.3% | $6,918-73.1% |