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 | $127,206 | $102,317+24.3% | $146,958-13.4% | $80,856+57.3% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 19.06% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.5pp |
| Employer contribution / active EE | $632 | $3,713-83.0% | $4,933-87.2% | $2,755-77.0% |
| Participant deferral / active EE | $10,633 | $6,644+60.0% | $8,070+31.8% | $4,296+147.5% |
| Admin fee / account holder | $829 | $7,941-89.6% | $12,998-93.6% | $6,918-88.0% |