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 | $17,985 | $104,907-82.9% | $84,611-78.7% | $152,861-88.2% |
| Participation rate | 84.2% | 74.8%+9.4pp | 68.2%+16.0pp | 82.4%+1.8pp |
| Annual return | 13.46% | 373.79%-360.3pp | 258.74%-245.3pp | 345.32%-331.9pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,540 | $4,688+103.5% | $3,899+144.7% | $5,850+63.1% |
| Admin fee / account holder | $4,612 | $6,241-26.1% | $4,912-6.1% | $11,596-60.2% |