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 | $109,186 | $112,096-2.6% | $95,952+13.8% | $158,922-31.3% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 21.16% | 171.09%-149.9pp | 91.61%-70.5pp | 302.83%-281.7pp |
| Employer contribution / active EE | $116 | $3,198-96.4% | $2,541-95.4% | $4,761-97.6% |
| Participant deferral / active EE | $2,902 | $4,784-39.3% | $4,167-30.4% | $5,982-51.5% |
| Admin fee / account holder | $315 | $10,130-96.9% | $6,795-95.4% | $11,246-97.2% |