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 | $104,721 | $115,770-9.5% | $101,248+3.4% | $158,922-34.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 17.57% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $53 | $4,175-98.7% | $3,660-98.5% | $4,761-98.9% |
| Participant deferral / active EE | $2,172 | $4,957-56.2% | $4,370-50.3% | $5,982-63.7% |
| Admin fee / account holder | $3,547 | $7,245-51.0% | $5,945-40.3% | $11,246-68.5% |