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 | $50,113 | $183,519-72.7% | $155,509-67.8% | $145,922-65.7% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 12.92% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $826 | $5,313-84.5% | $4,672-82.3% | $4,660-82.3% |
| Participant deferral / active EE | $3,756 | $6,462-41.9% | $5,626-33.2% | $6,688-43.8% |
| Admin fee / account holder | $4,337 | $19,313-77.5% | $15,912-72.7% | $13,397-67.6% |