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 | $14,585 | $74,888-80.5% | $71,209-79.5% | $142,382-89.8% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.1%+9.4pp |
| Annual return | 17.17% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,943 | $4,454-11.5% | $4,175-5.6% | $6,507-39.4% |
| Admin fee / account holder | $1,687 | $5,568-69.7% | $5,349-68.5% | $12,624-86.6% |