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 | $28,152 | $157,256-82.1% | $141,162-80.1% | $152,861-81.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 19.37% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $677 | $5,261-87.1% | $4,735-85.7% | $4,762-85.8% |
| Participant deferral / active EE | $3,161 | $7,109-55.5% | $6,709-52.9% | $5,850-46.0% |
| Admin fee / account holder | $718 | $12,120-94.1% | $10,261-93.0% | $11,596-93.8% |