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 | $31,169 | $86,286-63.9% | $111,297-72.0% | $85,850-63.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.58% | 19.99%-4.4pp | 54.65%-39.1pp | 318.53%-303.0pp |
| Employer contribution / active EE | $436 | $2,043-78.7% | $2,731-84.0% | $2,565-83.0% |
| Participant deferral / active EE | $1,793 | $3,641-50.8% | $4,487-60.0% | $3,952-54.6% |
| Admin fee / account holder | $929 | $8,188-88.7% | $7,964-88.3% | $6,260-85.2% |