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 | $50,537 | $152,587-66.9% | $125,175-59.6% | $152,861-66.9% |
| Participation rate | 78.3% | 83.3%-5.1pp | 79.8%-1.5pp | 82.4%-4.2pp |
| Annual return | 13.76% | 54.84%-41.1pp | 43.79%-30.0pp | 345.32%-331.6pp |
| Employer contribution / active EE | $597 | $4,946-87.9% | $3,865-84.5% | $4,762-87.5% |
| Participant deferral / active EE | $2,631 | $5,868-55.2% | $4,937-46.7% | $5,850-55.0% |
| Admin fee / account holder | $921 | $13,434-93.1% | $9,702-90.5% | $11,596-92.1% |