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 | $62,689 | $209,411-70.1% | $178,490-64.9% | $158,922-60.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 22.38% | 188.75%-166.4pp | 151.07%-128.7pp | 302.83%-280.4pp |
| Employer contribution / active EE | $1,044 | $5,706-81.7% | $5,011-79.2% | $4,761-78.1% |
| Participant deferral / active EE | $4,336 | $5,954-27.2% | $5,202-16.6% | $5,982-27.5% |
| Admin fee / account holder | $4,170 | $17,074-75.6% | $13,984-70.2% | $11,246-62.9% |