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 | $40,343 | $102,317-60.6% | $146,958-72.5% | $80,856-50.1% |
| Participation rate | 84.8% | 75.8%+9.0pp | 82.2%+2.7pp | 67.6%+17.2pp |
| Annual return | 12.75% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $630 | $3,713-83.0% | $4,933-87.2% | $2,755-77.1% |
| Participant deferral / active EE | $5,762 | $6,644-13.3% | $8,070-28.6% | $4,296+34.1% |
| Admin fee / account holder | $941 | $7,941-88.1% | $12,998-92.8% | $6,918-86.4% |