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 | $59,078 | $107,334-45.0% | $92,893-36.4% | $152,861-61.4% |
| Participation rate | 84.2% | 79.8%+4.4pp | 76.0%+8.2pp | 82.4%+1.8pp |
| Annual return | 23.84% | 145.58%-121.7pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $675 | $4,221-84.0% | $3,653-81.5% | $4,762-85.8% |
| Participant deferral / active EE | $4,884 | $4,845+0.8% | $4,236+15.3% | $5,850-16.5% |
| Admin fee / account holder | $704 | $7,079-90.1% | $5,794-87.9% | $11,596-93.9% |