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 | $100,209 | $115,770-13.4% | $101,248-1.0% | $158,922-36.9% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 7.84% | 56.14%-48.3pp | 46.47%-38.6pp | 302.83%-295.0pp |
| Employer contribution / active EE | $64 | $4,175-98.5% | $3,660-98.2% | $4,761-98.6% |
| Participant deferral / active EE | $6,535 | $4,957+31.8% | $4,370+49.5% | $5,982+9.2% |
| Admin fee / account holder | $842 | $7,245-88.4% | $5,945-85.8% | $11,246-92.5% |