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 | $245,335 | $105,181+133.3% | $159,436+53.9% | $85,850+185.8% |
| Participation rate | 73.1% | 75.8%-2.7pp | 82.8%-9.7pp | 69.3%+3.8pp |
| Annual return | 14.27% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,379 | $5,945+24.1% | $7,352+0.4% | $3,952+86.7% |
| Admin fee / account holder | $1,529 | $6,933-77.9% | $10,799-85.8% | $6,260-75.6% |