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 | $58,383 | $152,587-61.7% | $125,175-53.4% | $152,861-61.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.50% | 54.84%-37.3pp | 43.79%-26.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $325 | $4,946-93.4% | $3,865-91.6% | $4,762-93.2% |
| Participant deferral / active EE | $2,852 | $5,868-51.4% | $4,937-42.2% | $5,850-51.2% |
| Admin fee / account holder | $960 | $13,434-92.9% | $9,702-90.1% | $11,596-91.7% |