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 | $27,150 | $105,181-74.2% | $159,436-83.0% | $85,850-68.4% |
| Participation rate | 80.4% | 75.8%+4.7pp | 82.8%-2.4pp | 69.3%+11.1pp |
| Annual return | 17.72% | 45.07%-27.4pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $305 | $3,318-90.8% | $4,829-93.7% | $2,565-88.1% |
| Participant deferral / active EE | $2,939 | $5,945-50.6% | $7,352-60.0% | $3,952-25.6% |
| Admin fee / account holder | $1,500 | $6,933-78.4% | $10,799-86.1% | $6,260-76.0% |