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 | $67,518 | $198,466-66.0% | $170,442-60.4% | $147,584-54.3% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 22.20% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,201 | $6,184-80.6% | $5,433-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $6,424 | $5,629+14.1% | $4,939+30.1% | $5,439+18.1% |
| Admin fee / account holder | $6,808 | $16,852-59.6% | $13,880-51.0% | $10,885-37.5% |