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 | $202,276 | $210,648-4.0% | $177,989+13.6% | $145,922+38.6% |
| Participation rate | 70.6% | 80.8%-10.2pp | 77.1%-6.5pp | 80.3%-9.7pp |
| Annual return | 12.97% | 385.86%-372.9pp | 294.48%-281.5pp | 561.29%-548.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,987 | $6,958-13.9% | $6,276-4.6% | $6,688-10.5% |
| Admin fee / account holder | $3,958 | $12,013-67.0% | $10,363-61.8% | $13,397-70.5% |