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 7-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 | $19,021 | $175,202-89.1% | $149,673-87.3% | $139,434-86.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.79% | 166.71%-149.9pp | 134.42%-117.6pp | 372.94%-356.2pp |
| Employer contribution / active EE | $928 | $5,474-83.1% | $4,818-80.7% | $4,751-80.5% |
| Participant deferral / active EE | $3,224 | $6,519-50.5% | $5,680-43.2% | $6,710-51.9% |
| Admin fee / account holder | $2,549 | $16,150-84.2% | $13,210-80.7% | $11,403-77.6% |