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 | $56,564 | $197,591-71.4% | $177,821-68.2% | $158,922-64.4% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 23.66% | 58.76%-35.1pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $919 | $6,697-86.3% | $5,918-84.5% | $4,761-80.7% |
| Participant deferral / active EE | $5,791 | $8,405-31.1% | $7,714-24.9% | $5,982-3.2% |
| Admin fee / account holder | $681 | $15,399-95.6% | $12,427-94.5% | $11,246-93.9% |