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 | $40,229 | $198,466-79.7% | $170,442-76.4% | $147,584-72.7% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 22.57% | 257.29%-234.7pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $988 | $6,184-84.0% | $5,433-81.8% | $4,876-79.7% |
| Participant deferral / active EE | $2,211 | $5,629-60.7% | $4,939-55.2% | $5,439-59.4% |
| Admin fee / account holder | $1,575 | $16,852-90.7% | $13,880-88.7% | $10,885-85.5% |