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 | $246,186 | $176,056+39.8% | $159,436+54.4% | $167,490+47.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.63% | 331.75%-312.1pp | 263.57%-243.9pp | 478.56%-458.9pp |
| Employer contribution / active EE | $874 | $5,297-83.5% | $4,829-81.9% | $4,837-81.9% |
| Participant deferral / active EE | $5,877 | $7,750-24.2% | $7,352-20.1% | $6,341-7.3% |
| Admin fee / account holder | $8,693 | $12,554-30.8% | $10,799-19.5% | $12,309-29.4% |