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 | $166,181 | $126,574+31.3% | $106,213+56.5% | $145,922+13.9% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 9.80% | 224.79%-215.0pp | 116.14%-106.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $345 | $3,730-90.7% | $3,171-89.1% | $4,660-92.6% |
| Participant deferral / active EE | $2,329 | $5,724-59.3% | $5,016-53.6% | $6,688-65.2% |
| Admin fee / account holder | $47,919 | $17,304+176.9% | $11,033+334.3% | $13,397+257.7% |