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 | $39,597 | $152,587-74.0% | $125,175-68.4% | $152,861-74.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.93% | 54.84%-33.9pp | 43.79%-22.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $629 | $4,946-87.3% | $3,865-83.7% | $4,762-86.8% |
| Participant deferral / active EE | $3,880 | $5,868-33.9% | $4,937-21.4% | $5,850-33.7% |
| Admin fee / account holder | $5,298 | $13,434-60.6% | $9,702-45.4% | $11,596-54.3% |