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 | $39,140 | $217,402-82.0% | $185,823-78.9% | $167,490-76.6% |
| Participation rate | 78.9% | 86.0%-7.1pp | 81.7%-2.8pp | 82.1%-3.2pp |
| Annual return | 11.52% | 148.36%-136.8pp | 122.05%-110.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $800 | $5,873-86.4% | $5,167-84.5% | $4,837-83.5% |
| Participant deferral / active EE | $2,601 | $6,356-59.1% | $5,568-53.3% | $6,341-59.0% |
| Admin fee / account holder | $330 | $19,811-98.3% | $16,237-98.0% | $12,309-97.3% |