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 | $88,411 | $226,064-60.9% | $182,532-51.6% | $152,861-42.2% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 24.16% | 192.51%-168.3pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $297 | $4,978-94.0% | $4,076-92.7% | $4,762-93.8% |
| Participant deferral / active EE | $2,265 | $6,368-64.4% | $5,524-59.0% | $5,850-61.3% |
| Admin fee / account holder | $956 | $10,703-91.1% | $8,592-88.9% | $11,596-91.8% |