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 | $73,673 | $65,561+12.4% | $86,188-14.5% | $75,163-2.0% |
| Participation rate | 81.0% | 60.5%+20.5pp | 69.0%+12.0pp | 67.2%+13.8pp |
| Annual return | 23.87% | 46.05%-22.2pp | 1168.45%-1144.6pp | 160.62%-136.7pp |
| Employer contribution / active EE | $260 | $1,553-83.3% | $2,380-89.1% | $2,670-90.3% |
| Participant deferral / active EE | $3,299 | $3,024+9.1% | $3,985-17.2% | $4,125-20.0% |
| Admin fee / account holder | $1,011 | $5,474-81.5% | $6,852-85.3% | $5,651-82.1% |