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 | $33,544 | $155,788-78.5% | $124,672-73.1% | $167,490-80.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 13.50% | 17.97%-4.5pp | 5142.93%-5129.4pp | 478.56%-465.1pp |
| Employer contribution / active EE | $549 | $4,163-86.8% | $3,324-83.5% | $4,837-88.7% |
| Participant deferral / active EE | $1,828 | $5,673-67.8% | $4,614-60.4% | $6,341-71.2% |
| Admin fee / account holder | $3,081 | $9,531-67.7% | $7,493-58.9% | $12,309-75.0% |