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 7-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 | $10,699 | $102,604-89.6% | $86,188-87.6% | $139,434-92.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.37% | 1922.51%-1911.1pp | 1168.45%-1157.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $487 | $3,032-84.0% | $2,380-79.6% | $4,751-89.8% |
| Participant deferral / active EE | $1,743 | $4,676-62.7% | $3,985-56.3% | $6,710-74.0% |
| Admin fee / account holder | $1,555 | $8,657-82.0% | $6,852-77.3% | $11,403-86.4% |