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 | $71,293 | $52,279+36.4% | $89,391-20.2% | $79,858-10.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 13.89% | 22.16%-8.3pp | 245.62%-231.7pp | 31.71%-17.8pp |
| Employer contribution / active EE | $208 | $1,572-86.8% | $2,586-92.0% | $2,471-91.6% |
| Participant deferral / active EE | $7,322 | $2,740+167.2% | $3,890+88.2% | $3,740+95.8% |
| Admin fee / account holder | $8,391 | $3,356+150.0% | $4,881+71.9% | $5,306+58.1% |