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 | $46,739 | $80,968-42.3% | $96,544-51.6% | $75,163-37.8% |
| Participation rate | 81.3% | 71.8%+9.5pp | 76.0%+5.3pp | 67.2%+14.1pp |
| Annual return | 183.99% | 27.06%+156.9pp | 25.84%+158.2pp | 160.62%+23.4pp |
| Employer contribution / active EE | $4 | $2,282-99.8% | $2,965-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $2,447 | $3,928-37.7% | $4,851-49.6% | $4,125-40.7% |
| Admin fee / account holder | $1,928 | $6,724-71.3% | $8,252-76.6% | $5,651-65.9% |