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 | $23,953 | $106,890-77.6% | $84,015-71.5% | $152,861-84.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.48% | 104.99%-86.5pp | 71.31%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $369 | $2,734-86.5% | $1,983-81.4% | $4,762-92.3% |
| Participant deferral / active EE | $2,326 | $4,011-42.0% | $3,239-28.2% | $5,850-60.2% |
| Admin fee / account holder | $2,061 | $8,285-75.1% | $6,101-66.2% | $11,596-82.2% |