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 | $87,793 | $133,922-34.4% | $116,228-24.5% | $142,382-38.3% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.6%+1.9pp | 80.1%-3.6pp |
| Annual return | 14.73% | 147.76%-133.0pp | 90.06%-75.3pp | 217.08%-202.4pp |
| Employer contribution / active EE | $149 | $3,446-95.7% | $2,994-95.0% | $4,299-96.5% |
| Participant deferral / active EE | $3,061 | $5,672-46.0% | $4,953-38.2% | $6,507-53.0% |
| Admin fee / account holder | $4,942 | $14,945-66.9% | $11,989-58.8% | $12,624-60.9% |