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 | $27,884 | $53,822-48.2% | $75,696-63.2% | $85,850-67.5% |
| Participation rate | 94.2% | 69.1%+25.2pp | 74.8%+19.4pp | 69.3%+24.9pp |
| Annual return | 29.24% | 24.54%+4.7pp | 104.53%-75.3pp | 318.53%-289.3pp |
| Employer contribution / active EE | $104 | $2,017-94.9% | $2,743-96.2% | $2,565-96.0% |
| Participant deferral / active EE | $4,385 | $2,895+51.5% | $3,821+14.7% | $3,952+11.0% |
| Admin fee / account holder | $1,541 | $3,343-53.9% | $3,619-57.4% | $6,260-75.4% |