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 | $84,667 | $70,428+20.2% | $96,562-12.3% | $85,850-1.4% |
| Participation rate | 72.2% | 61.8%+10.4pp | 69.8%+2.4pp | 69.3%+2.9pp |
| Annual return | 11.08% | 18.59%-7.5pp | 37.78%-26.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $47 | $1,413-96.7% | $2,356-98.0% | $2,565-98.2% |
| Participant deferral / active EE | $3,967 | $2,894+37.1% | $3,849+3.1% | $3,952+0.4% |
| Admin fee / account holder | $6,245 | $4,997+25.0% | $6,181+1.0% | $6,260-0.2% |