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 | $53,341 | $72,400-26.3% | $67,502-21.0% | $145,922-63.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 15.56% | 7182.46%-7166.9pp | 3512.12%-3496.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $335 | $3,069-89.1% | $2,731-87.7% | $4,660-92.8% |
| Participant deferral / active EE | $3,676 | $4,783-23.1% | $4,000-8.1% | $6,688-45.0% |
| Admin fee / account holder | $782 | $5,539-85.9% | $3,998-80.4% | $13,397-94.2% |