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 | $57,939 | $107,334-46.0% | $92,893-37.6% | $152,861-62.1% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 18.33% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $299 | $4,221-92.9% | $3,653-91.8% | $4,762-93.7% |
| Participant deferral / active EE | $3,056 | $4,845-36.9% | $4,236-27.9% | $5,850-47.8% |
| Admin fee / account holder | $3,340 | $7,079-52.8% | $5,794-42.4% | $11,596-71.2% |