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 | $60,638 | $198,466-69.4% | $170,442-64.4% | $147,584-58.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.11% | 257.29%-244.2pp | 205.93%-192.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,159 | $6,184-81.3% | $5,433-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $3,945 | $5,629-29.9% | $4,939-20.1% | $5,439-27.5% |
| Admin fee / account holder | $578 | $16,852-96.6% | $13,880-95.8% | $10,885-94.7% |