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 | $57,982 | $90,348-35.8% | $75,972-23.7% | $145,922-60.3% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 25.87% | 620.88%-595.0pp | 359.55%-333.7pp | 561.29%-535.4pp |
| Employer contribution / active EE | $541 | $3,311-83.7% | $2,685-79.8% | $4,660-88.4% |
| Participant deferral / active EE | $2,474 | $5,162-52.1% | $4,255-41.9% | $6,688-63.0% |
| Admin fee / account holder | $908 | $8,467-89.3% | $6,467-86.0% | $13,397-93.2% |