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 | $95,044 | $133,922-29.0% | $116,228-18.2% | $142,382-33.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 15.39% | 147.76%-132.4pp | 90.06%-74.7pp | 217.08%-201.7pp |
| Employer contribution / active EE | $398 | $3,446-88.5% | $2,994-86.7% | $4,299-90.7% |
| Participant deferral / active EE | $2,890 | $5,672-49.0% | $4,953-41.7% | $6,507-55.6% |
| Admin fee / account holder | $712 | $14,945-95.2% | $11,989-94.1% | $12,624-94.4% |