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 | $34,524 | $100,773-65.7% | $88,946-61.2% | $142,382-75.8% |
| Participation rate | 84.2% | 74.3%+9.9pp | 68.8%+15.4pp | 80.1%+4.1pp |
| Annual return | 14.65% | 70.18%-55.5pp | 57.82%-43.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,175 | $5,230-77.5% | $4,581-74.3% | $6,507-81.9% |
| Admin fee / account holder | $637 | $9,693-93.4% | $8,261-92.3% | $12,624-95.0% |