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 | $192,389 | $110,257+74.5% | $96,544+99.3% | $139,434+38.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 31.26% | 26.32%+4.9pp | 25.84%+5.4pp | 372.94%-341.7pp |
| Employer contribution / active EE | $455 | $3,620-87.4% | $2,965-84.7% | $4,751-90.4% |
| Participant deferral / active EE | $4,550 | $5,548-18.0% | $4,851-6.2% | $6,710-32.2% |
| Admin fee / account holder | $20,028 | $11,591+72.8% | $8,252+142.7% | $11,403+75.6% |