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 | $150,195 | $198,466-24.3% | $170,442-11.9% | $147,584+1.8% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 25.98% | 257.29%-231.3pp | 205.93%-180.0pp | 578.55%-552.6pp |
| Employer contribution / active EE | $993 | $6,184-83.9% | $5,433-81.7% | $4,876-79.6% |
| Participant deferral / active EE | $3,416 | $5,629-39.3% | $4,939-30.8% | $5,439-37.2% |
| Admin fee / account holder | $6,128 | $16,852-63.6% | $13,880-55.9% | $10,885-43.7% |