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 3-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 | $47,518 | $102,317-53.6% | $146,958-67.7% | $80,856-41.2% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 12.81% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $779 | $3,713-79.0% | $4,933-84.2% | $2,755-71.7% |
| Participant deferral / active EE | $8,160 | $6,644+22.8% | $8,070+1.1% | $4,296+90.0% |
| Admin fee / account holder | $1,039 | $7,941-86.9% | $12,998-92.0% | $6,918-85.0% |