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 | $201,098 | $209,411-4.0% | $178,490+12.7% | $158,922+26.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.29% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $544 | $5,706-90.5% | $5,011-89.1% | $4,761-88.6% |
| Participant deferral / active EE | $5,128 | $5,954-13.9% | $5,202-1.4% | $5,982-14.3% |
| Admin fee / account holder | $9,480 | $17,074-44.5% | $13,984-32.2% | $11,246-15.7% |