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 | $80,986 | $99,079-18.3% | $77,999+3.8% | $273,961-70.4% |
| Participation rate | 78.6% | 78.6%0pp | 75.5%+3.0pp | 83.0%-4.4pp |
| Annual return | 6.05% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,930 | $4,306-8.7% | $3,497+12.4% | $5,287-25.7% |
| Admin fee / account holder | $1,284 | $8,954-85.7% | $5,480-76.6% | $10,132-87.3% |