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 | $55,159 | $198,466-72.2% | $170,442-67.6% | $147,584-62.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.79% | 257.29%-237.5pp | 205.93%-186.1pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,220 | $6,184-80.3% | $5,433-77.5% | $4,876-75.0% |
| Participant deferral / active EE | $4,964 | $5,629-11.8% | $4,939+0.5% | $5,439-8.7% |
| Admin fee / account holder | $575 | $16,852-96.6% | $13,880-95.9% | $10,885-94.7% |