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 | $66,916 | $144,119-53.6% | $117,854-43.2% | $147,584-54.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 17.87% | 531.15%-513.3pp | 335.08%-317.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $361 | $4,896-92.6% | $3,786-90.5% | $4,876-92.6% |
| Participant deferral / active EE | $2,916 | $5,316-45.2% | $4,482-34.9% | $5,439-46.4% |
| Admin fee / account holder | $1,544 | $10,886-85.8% | $8,020-80.7% | $10,885-85.8% |