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 | $109,612 | $198,466-44.8% | $170,442-35.7% | $147,584-25.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 25.97% | 257.29%-231.3pp | 205.93%-180.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $451 | $6,184-92.7% | $5,433-91.7% | $4,876-90.7% |
| Participant deferral / active EE | $3,258 | $5,629-42.1% | $4,939-34.0% | $5,439-40.1% |
| Admin fee / account holder | $558 | $16,852-96.7% | $13,880-96.0% | $10,885-94.9% |