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 | $49,904 | $100,041-50.1% | $149,718-66.7% | $70,131-28.8% |
| Participation rate | 70.0% | 83.6%-13.6pp | 87.1%-17.1pp | 69.5%+0.5pp |
| Annual return | 13.17% | 27.43%-14.3pp | 1501.63%-1488.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $424 | $3,662-88.4% | $5,445-92.2% | $2,342-81.9% |
| Participant deferral / active EE | $3,213 | $4,983-35.5% | $6,569-51.1% | $3,332-3.6% |
| Admin fee / account holder | $709 | $8,286-91.4% | $11,283-93.7% | $4,645-84.7% |