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 | $41,688 | $198,466-79.0% | $170,442-75.5% | $147,584-71.8% |
| Participation rate | 89.5% | 88.0%+1.5pp | 83.6%+5.9pp | 82.8%+6.6pp |
| Annual return | 19.08% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $261 | $6,184-95.8% | $5,433-95.2% | $4,876-94.7% |
| Participant deferral / active EE | $4,477 | $5,629-20.5% | $4,939-9.4% | $5,439-17.7% |
| Admin fee / account holder | $5,414 | $16,852-67.9% | $13,880-61.0% | $10,885-50.3% |