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 | $49,267 | $115,770-57.4% | $101,248-51.3% | $158,922-69.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.49% | 56.14%-44.7pp | 46.47%-35.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $463 | $4,175-88.9% | $3,660-87.3% | $4,761-90.3% |
| Participant deferral / active EE | $6,544 | $4,957+32.0% | $4,370+49.7% | $5,982+9.4% |
| Admin fee / account holder | $505 | $7,245-93.0% | $5,945-91.5% | $11,246-95.5% |