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 8-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 | $170,181 | $209,411-18.7% | $178,490-4.7% | $158,922+7.1% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 17.15% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $772 | $5,706-86.5% | $5,011-84.6% | $4,761-83.8% |
| Participant deferral / active EE | $3,552 | $5,954-40.3% | $5,202-31.7% | $5,982-40.6% |
| Admin fee / account holder | $1,260 | $17,074-92.6% | $13,984-91.0% | $11,246-88.8% |