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 10-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 | $99,445 | $106,890-7.0% | $84,015+18.4% | $152,861-34.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 21.75% | 104.99%-83.2pp | 71.31%-49.6pp | 345.32%-323.6pp |
| Employer contribution / active EE | $169 | $2,734-93.8% | $1,983-91.5% | $4,762-96.5% |
| Participant deferral / active EE | $2,946 | $4,011-26.6% | $3,239-9.0% | $5,850-49.6% |
| Admin fee / account holder | $4,054 | $8,285-51.1% | $6,101-33.5% | $11,596-65.0% |