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 | $88,527 | $209,411-57.7% | $178,490-50.4% | $158,922-44.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 53.82% | 188.75%-134.9pp | 151.07%-97.3pp | 302.83%-249.0pp |
| Employer contribution / active EE | $843 | $5,706-85.2% | $5,011-83.2% | $4,761-82.3% |
| Participant deferral / active EE | $4,462 | $5,954-25.1% | $5,202-14.2% | $5,982-25.4% |
| Admin fee / account holder | $883 | $17,074-94.8% | $13,984-93.7% | $11,246-92.2% |