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 | $146,328 | $102,966+42.1% | $90,281+62.1% | $152,861-4.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.20% | 95.16%-74.0pp | 78.10%-56.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2 | $3,139-99.9% | $2,854-99.9% | $4,762-100.0% |
| Participant deferral / active EE | $5,819 | $4,281+35.9% | $3,885+49.8% | $5,850-0.5% |
| Admin fee / account holder | $6,522 | $6,171+5.7% | $5,351+21.9% | $11,596-43.8% |