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 | $7,412 | $90,348-91.8% | $75,972-90.2% | $145,922-94.9% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 9.13% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $75 | $3,311-97.7% | $2,685-97.2% | $4,660-98.4% |
| Participant deferral / active EE | $2,204 | $5,162-57.3% | $4,255-48.2% | $6,688-67.0% |
| Admin fee / account holder | $1,645 | $8,467-80.6% | $6,467-74.6% | $13,397-87.7% |