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 | $216,335 | $203,436+6.3% | $152,466+41.9% | $167,490+29.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 12.21% | 13.80%-1.6pp | 757.33%-745.1pp | 478.56%-466.3pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,417 | $6,716-4.4% | $5,820+10.3% | $6,341+1.2% |
| Admin fee / account holder | $7,953 | $22,506-64.7% | $15,805-49.7% | $12,309-35.4% |