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 | $51,839 | $90,348-42.6% | $75,972-31.8% | $145,922-64.5% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.1%+11.9pp | 80.3%+0.7pp |
| Annual return | 11.35% | 620.88%-609.5pp | 359.55%-348.2pp | 561.29%-549.9pp |
| Employer contribution / active EE | $340 | $3,311-89.7% | $2,685-87.3% | $4,660-92.7% |
| Participant deferral / active EE | $4,698 | $5,162-9.0% | $4,255+10.4% | $6,688-29.8% |
| Admin fee / account holder | $17,380 | $8,467+105.3% | $6,467+168.8% | $13,397+29.7% |