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 | $42,133 | $105,181-59.9% | $159,436-73.6% | $85,850-50.9% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 16.60% | 45.07%-28.5pp | 263.57%-247.0pp | 318.53%-301.9pp |
| Employer contribution / active EE | $598 | $3,318-82.0% | $4,829-87.6% | $2,565-76.7% |
| Participant deferral / active EE | $5,798 | $5,945-2.5% | $7,352-21.1% | $3,952+46.7% |
| Admin fee / account holder | $2,774 | $6,933-60.0% | $10,799-74.3% | $6,260-55.7% |