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 | $101,585 | $116,175-12.6% | $93,606+8.5% | $152,861-33.5% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 37.85% | 35.96%+1.9pp | 32.76%+5.1pp | 345.32%-307.5pp |
| Employer contribution / active EE | $8 | $3,218-99.8% | $2,718-99.7% | $4,762-99.8% |
| Participant deferral / active EE | $7,611 | $4,603+65.3% | $4,069+87.1% | $5,850+30.1% |
| Admin fee / account holder | $1,092 | $10,748-89.8% | $7,888-86.2% | $11,596-90.6% |