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 | $68,824 | $105,181-34.6% | $159,436-56.8% | $85,850-19.8% |
| Participation rate | 71.6% | 75.8%-4.2pp | 82.8%-11.2pp | 69.3%+2.3pp |
| Annual return | 14.42% | 45.07%-30.7pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $343 | $3,318-89.7% | $4,829-92.9% | $2,565-86.6% |
| Participant deferral / active EE | $4,453 | $5,945-25.1% | $7,352-39.4% | $3,952+12.7% |
| Admin fee / account holder | $12,588 | $6,933+81.6% | $10,799+16.6% | $6,260+101.1% |