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 | $60,488 | $165,335-63.4% | $149,696-59.6% | $158,922-61.9% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 19.16% | 348.15%-329.0pp | 276.60%-257.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,548 | $7,181-8.8% | $6,842-4.3% | $5,982+9.5% |
| Admin fee / account holder | $848 | $10,807-92.2% | $9,309-90.9% | $11,246-92.5% |