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 | $98,965 | $177,572-44.3% | $154,803-36.1% | $142,382-30.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.32% | 65.07%-49.7pp | 58.88%-43.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $31 | $4,810-99.3% | $4,305-99.3% | $4,299-99.3% |
| Participant deferral / active EE | $2,383 | $6,272-62.0% | $5,540-57.0% | $6,507-63.4% |
| Admin fee / account holder | $2,117 | $16,786-87.4% | $14,329-85.2% | $12,624-83.2% |