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 | $36,183 | $179,726-79.9% | $156,263-76.8% | $142,382-74.6% |
| Participation rate | 84.2% | 82.1%+2.1pp | 78.9%+5.3pp | 80.1%+4.1pp |
| Annual return | 15.72% | 77.86%-62.1pp | 59.47%-43.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $692 | $5,069-86.4% | $4,333-84.0% | $4,299-83.9% |
| Participant deferral / active EE | $3,002 | $6,956-56.8% | $6,158-51.2% | $6,507-53.9% |
| Admin fee / account holder | $526 | $17,272-97.0% | $14,255-96.3% | $12,624-95.8% |