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 | $96,141 | $115,770-17.0% | $101,248-5.0% | $158,922-39.5% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 15.14% | 56.14%-41.0pp | 46.47%-31.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $388 | $4,175-90.7% | $3,660-89.4% | $4,761-91.8% |
| Participant deferral / active EE | $2,270 | $4,957-54.2% | $4,370-48.1% | $5,982-62.0% |
| Admin fee / account holder | $12,056 | $7,245+66.4% | $5,945+102.8% | $11,246+7.2% |