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 | $48,427 | $209,832-76.9% | $189,513-74.4% | $167,490-71.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 41.61% | 748.27%-706.7pp | 555.15%-513.5pp | 478.56%-436.9pp |
| Employer contribution / active EE | $797 | $6,914-88.5% | $6,162-87.1% | $4,837-83.5% |
| Participant deferral / active EE | $5,358 | $8,935-40.0% | $8,221-34.8% | $6,341-15.5% |
| Admin fee / account holder | $577 | $14,293-96.0% | $12,045-95.2% | $12,309-95.3% |