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 | $112,622 | $165,335-31.9% | $149,696-24.8% | $158,922-29.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.89% | 348.15%-336.3pp | 276.60%-264.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $196 | $5,103-96.2% | $4,644-95.8% | $4,761-95.9% |
| Participant deferral / active EE | $5,898 | $7,181-17.9% | $6,842-13.8% | $5,982-1.4% |
| Admin fee / account holder | $9,555 | $10,807-11.6% | $9,309+2.6% | $11,246-15.0% |