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 | $58,644 | $78,705-25.5% | $117,854-50.2% | $70,131-16.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.45% | 23.30%-7.8pp | 335.08%-319.6pp | 73.14%-57.7pp |
| Employer contribution / active EE | $5 | $2,223-99.8% | $3,786-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $2,614 | $3,297-20.7% | $4,482-41.7% | $3,332-21.6% |
| Admin fee / account holder | $3,958 | $5,065-21.9% | $8,020-50.6% | $4,645-14.8% |