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 | $75,597 | $115,770-34.7% | $101,248-25.3% | $158,922-52.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 21.03% | 56.14%-35.1pp | 46.47%-25.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $696 | $4,175-83.3% | $3,660-81.0% | $4,761-85.4% |
| Participant deferral / active EE | $5,212 | $4,957+5.1% | $4,370+19.3% | $5,982-12.9% |
| Admin fee / account holder | $1,297 | $7,245-82.1% | $5,945-78.2% | $11,246-88.5% |