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 | $75,505 | $112,096-32.6% | $95,952-21.3% | $158,922-52.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.26% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $395 | $3,198-87.7% | $2,541-84.5% | $4,761-91.7% |
| Participant deferral / active EE | $2,630 | $4,784-45.0% | $4,167-36.9% | $5,982-56.0% |
| Admin fee / account holder | $824 | $10,130-91.9% | $6,795-87.9% | $11,246-92.7% |