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 | $227,833 | $226,064+0.8% | $182,532+24.8% | $152,861+49.0% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.0%+9.5pp | 82.4%+5.1pp |
| Annual return | 27.96% | 192.51%-164.5pp | 148.54%-120.6pp | 345.32%-317.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $13,026 | $6,368+104.6% | $5,524+135.8% | $5,850+122.7% |
| Admin fee / account holder | $945 | $10,703-91.2% | $8,592-89.0% | $11,596-91.9% |