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 | $93,069 | $100,041-7.0% | $149,718-37.8% | $70,131+32.7% |
| Participation rate | 95.7% | 83.6%+12.1pp | 87.1%+8.6pp | 69.5%+26.1pp |
| Annual return | 17.37% | 27.43%-10.1pp | 1501.63%-1484.3pp | 73.14%-55.8pp |
| Employer contribution / active EE | $419 | $3,662-88.6% | $5,445-92.3% | $2,342-82.1% |
| Participant deferral / active EE | $5,015 | $4,983+0.7% | $6,569-23.7% | $3,332+50.5% |
| Admin fee / account holder | $2,233 | $8,286-73.1% | $11,283-80.2% | $4,645-51.9% |