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 | $176,241 | $227,553-22.5% | $189,557-7.0% | $167,490+5.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 8.93% | 78.40%-69.5pp | 64.17%-55.2pp | 478.56%-469.6pp |
| Employer contribution / active EE | $15 | $5,316-99.7% | $4,412-99.7% | $4,837-99.7% |
| Participant deferral / active EE | $12,400 | $7,002+77.1% | $6,174+100.9% | $6,341+95.5% |
| Admin fee / account holder | $795 | $11,878-93.3% | $9,807-91.9% | $12,309-93.5% |