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 | $18,509 | $177,572-89.6% | $154,803-88.0% | $142,382-87.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 14.86% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $688 | $4,810-85.7% | $4,305-84.0% | $4,299-84.0% |
| Participant deferral / active EE | $2,604 | $6,272-58.5% | $5,540-53.0% | $6,507-60.0% |
| Admin fee / account holder | $616 | $16,786-96.3% | $14,329-95.7% | $12,624-95.1% |