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 8-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 | $35,042 | $95,416-63.3% | $185,823-81.1% | $85,850-59.2% |
| Participation rate | 72.2% | 68.8%+3.5pp | 81.7%-9.5pp | 69.3%+2.9pp |
| Annual return | 14.72% | 23.59%-8.9pp | 122.05%-107.3pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,733 | $3,423+67.5% | $5,568+3.0% | $3,952+45.1% |
| Admin fee / account holder | $382 | $7,213-94.7% | $16,237-97.6% | $6,260-93.9% |