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 | $35,682 | $209,411-83.0% | $178,490-80.0% | $158,922-77.5% |
| Participation rate | 95.5% | 86.3%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 13.11% | 188.75%-175.6pp | 151.07%-138.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,141 | $5,706-80.0% | $5,011-77.2% | $4,761-76.0% |
| Participant deferral / active EE | $3,578 | $5,954-39.9% | $5,202-31.2% | $5,982-40.2% |
| Admin fee / account holder | $3,349 | $17,074-80.4% | $13,984-76.0% | $11,246-70.2% |