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 | $236,782 | $133,922+76.8% | $116,228+103.7% | $142,382+66.3% |
| Participation rate | 73.3% | 77.9%-4.5pp | 74.6%-1.2pp | 80.1%-6.8pp |
| Annual return | 15.13% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $517 | $3,446-85.0% | $2,994-82.7% | $4,299-88.0% |
| Participant deferral / active EE | $3,740 | $5,672-34.1% | $4,953-24.5% | $6,507-42.5% |
| Admin fee / account holder | $6,025 | $14,945-59.7% | $11,989-49.7% | $12,624-52.3% |