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 | $74,482 | $185,822-59.9% | $169,993-56.2% | $139,434-46.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 17.72% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $928 | $7,590-87.8% | $6,785-86.3% | $4,751-80.5% |
| Participant deferral / active EE | $4,456 | $11,622-61.7% | $10,408-57.2% | $6,710-33.6% |
| Admin fee / account holder | $6,233 | $15,381-59.5% | $12,815-51.4% | $11,403-45.3% |