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 | $70,964 | $155,788-54.4% | $124,672-43.1% | $167,490-57.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.55% | 17.97%-3.4pp | 5142.93%-5128.4pp | 478.56%-464.0pp |
| Employer contribution / active EE | $529 | $4,163-87.3% | $3,324-84.1% | $4,837-89.1% |
| Participant deferral / active EE | $4,278 | $5,673-24.6% | $4,614-7.3% | $6,341-32.5% |
| Admin fee / account holder | $339 | $9,531-96.4% | $7,493-95.5% | $12,309-97.2% |