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 | $48,235 | $95,561-49.5% | $77,163-37.5% | $139,434-65.4% |
| Participation rate | 89.5% | 73.9%+15.5pp | 69.6%+19.9pp | 80.3%+9.2pp |
| Annual return | 11.56% | 54.92%-43.4pp | 37.87%-26.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $332 | $3,147-89.5% | $2,535-86.9% | $4,751-93.0% |
| Participant deferral / active EE | $2,284 | $4,624-50.6% | $3,833-40.4% | $6,710-66.0% |
| Admin fee / account holder | $3,094 | $8,295-62.7% | $5,472-43.5% | $11,403-72.9% |