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 | $40,755 | $105,181-61.3% | $159,436-74.4% | $85,850-52.5% |
| Participation rate | 72.2% | 75.8%-3.6pp | 82.8%-10.6pp | 69.3%+2.9pp |
| Annual return | 29.35% | 45.07%-15.7pp | 263.57%-234.2pp | 318.53%-289.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $10,936 | $5,945+84.0% | $7,352+48.8% | $3,952+176.8% |
| Admin fee / account holder | $4,292 | $6,933-38.1% | $10,799-60.3% | $6,260-31.4% |