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 | $35,768 | $58,927-39.3% | $76,817-53.4% | $72,985-51.0% |
| Participation rate | 90.2% | 67.3%+22.9pp | 72.1%+18.2pp | 69.5%+20.8pp |
| Annual return | 25.79% | 2305.64%-2279.9pp | 1166.11%-1140.3pp | 81.00%-55.2pp |
| Employer contribution / active EE | $128 | $1,787-92.8% | $2,302-94.5% | $2,440-94.8% |
| Participant deferral / active EE | $2,414 | $2,690-10.3% | $3,336-27.6% | $3,607-33.1% |
| Admin fee / account holder | $3,296 | $4,013-17.9% | $6,420-48.7% | $5,124-35.7% |