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 5-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 | $13,091 | $189,613-93.1% | $167,512-92.2% | $142,382-90.8% |
| Participation rate | 73.3% | 80.1%-6.8pp | 77.1%-3.7pp | 80.1%-6.8pp |
| Annual return | 16.04% | 2024.68%-2008.6pp | 1615.79%-1599.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $407 | $4,349-90.7% | $3,882-89.5% | $4,299-90.5% |
| Participant deferral / active EE | $1,556 | $6,981-77.7% | $6,405-75.7% | $6,507-76.1% |
| Admin fee / account holder | $2,597 | $10,528-75.3% | $9,769-73.4% | $12,624-79.4% |