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 | $181,008 | $124,281+45.6% | $109,143+65.8% | $167,490+8.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.51% | 26.04%-10.5pp | 25.75%-10.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $308 | $4,207-92.7% | $3,722-91.7% | $4,837-93.6% |
| Participant deferral / active EE | $8,801 | $5,255+67.5% | $4,653+89.1% | $6,341+38.8% |
| Admin fee / account holder | $25,767 | $7,970+223.3% | $6,752+281.6% | $12,309+109.3% |