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 | $66,153 | $144,119-54.1% | $117,854-43.9% | $147,584-55.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 79.7%-1.9pp | 82.8%-5.1pp |
| Annual return | 17.69% | 531.15%-513.5pp | 335.08%-317.4pp | 578.55%-560.9pp |
| Employer contribution / active EE | $591 | $4,896-87.9% | $3,786-84.4% | $4,876-87.9% |
| Participant deferral / active EE | $2,452 | $5,316-53.9% | $4,482-45.3% | $5,439-54.9% |
| Admin fee / account holder | $2,200 | $10,886-79.8% | $8,020-72.6% | $10,885-79.8% |