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 | $99,064 | $176,056-43.7% | $159,436-37.9% | $167,490-40.9% |
| Participation rate | 84.2% | 84.9%-0.7pp | 82.8%+1.4pp | 82.1%+2.1pp |
| Annual return | 11.68% | 331.75%-320.1pp | 263.57%-251.9pp | 478.56%-466.9pp |
| Employer contribution / active EE | $616 | $5,297-88.4% | $4,829-87.3% | $4,837-87.3% |
| Participant deferral / active EE | $3,634 | $7,750-53.1% | $7,352-50.6% | $6,341-42.7% |
| Admin fee / account holder | $11,071 | $12,554-11.8% | $10,799+2.5% | $12,309-10.1% |