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 | $55,116 | $84,696-34.9% | $75,696-27.2% | $167,490-67.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 14.91% | 199.36%-184.4pp | 104.53%-89.6pp | 478.56%-463.6pp |
| Employer contribution / active EE | $322 | $3,230-90.0% | $2,743-88.3% | $4,837-93.3% |
| Participant deferral / active EE | $3,579 | $4,580-21.9% | $3,821-6.4% | $6,341-43.6% |
| Admin fee / account holder | $4,701 | $5,355-12.2% | $3,619+29.9% | $12,309-61.8% |