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 | $39,848 | $107,334-62.9% | $92,893-57.1% | $152,861-73.9% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 24.22% | 145.58%-121.4pp | 109.41%-85.2pp | 345.32%-321.1pp |
| Employer contribution / active EE | $515 | $4,221-87.8% | $3,653-85.9% | $4,762-89.2% |
| Participant deferral / active EE | $1,590 | $4,845-67.2% | $4,236-62.5% | $5,850-72.8% |
| Admin fee / account holder | $2,741 | $7,079-61.3% | $5,794-52.7% | $11,596-76.4% |