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 | $50,131 | $91,552-45.2% | $133,956-62.6% | $79,858-37.2% |
| Participation rate | 90.5% | 73.3%+17.1pp | 79.8%+10.6pp | 69.6%+20.8pp |
| Annual return | 10.38% | 61.85%-51.5pp | 45.09%-34.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $395 | $2,384-83.4% | $3,919-89.9% | $2,471-84.0% |
| Participant deferral / active EE | $4,577 | $3,733+22.6% | $5,048-9.3% | $3,740+22.4% |
| Admin fee / account holder | $7,683 | $6,321+21.5% | $8,927-13.9% | $5,306+44.8% |