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 | $147,482 | $159,901-7.8% | $146,958+0.4% | $145,922+1.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 19.87% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.4pp |
| Employer contribution / active EE | $897 | $5,286-83.0% | $4,933-81.8% | $4,660-80.8% |
| Participant deferral / active EE | $6,345 | $8,428-24.7% | $8,070-21.4% | $6,688-5.1% |
| Admin fee / account holder | $19,109 | $15,044+27.0% | $12,998+47.0% | $13,397+42.6% |