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 | $27,309 | $83,902-67.5% | $167,512-83.7% | $84,808-67.8% |
| Participation rate | 70.6% | 66.5%+4.1pp | 77.1%-6.5pp | 68.3%+2.3pp |
| Annual return | 16.56% | 91.55%-75.0pp | 1615.79%-1599.2pp | 40.90%-24.3pp |
| Employer contribution / active EE | $351 | $2,264-84.5% | $3,882-91.0% | $2,631-86.7% |
| Participant deferral / active EE | $1,883 | $4,442-57.6% | $6,405-70.6% | $4,212-55.3% |
| Admin fee / account holder | $1,606 | $7,915-79.7% | $9,769-83.6% | $7,344-78.1% |