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 | $50,556 | $83,902-39.7% | $167,512-69.8% | $84,808-40.4% |
| Participation rate | 95.0% | 66.5%+28.5pp | 77.1%+17.9pp | 68.3%+26.7pp |
| Annual return | 17.17% | 91.55%-74.4pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $414 | $2,264-81.7% | $3,882-89.3% | $2,631-84.3% |
| Participant deferral / active EE | $5,397 | $4,442+21.5% | $6,405-15.7% | $4,212+28.1% |
| Admin fee / account holder | $2,791 | $7,915-64.7% | $9,769-71.4% | $7,344-62.0% |