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 | $107,731 | $175,202-38.5% | $149,673-28.0% | $139,434-22.7% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 13.04% | 166.71%-153.7pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $977 | $5,474-82.1% | $4,818-79.7% | $4,751-79.4% |
| Participant deferral / active EE | $8,480 | $6,519+30.1% | $5,680+49.3% | $6,710+26.4% |
| Admin fee / account holder | $613 | $16,150-96.2% | $13,210-95.4% | $11,403-94.6% |