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 | $155,558 | $197,591-21.3% | $177,821-12.5% | $158,922-2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 77.35% | 58.76%+18.6pp | 48.32%+29.0pp | 302.83%-225.5pp |
| Employer contribution / active EE | $187 | $6,697-97.2% | $5,918-96.8% | $4,761-96.1% |
| Participant deferral / active EE | $13,694 | $8,405+62.9% | $7,714+77.5% | $5,982+128.9% |
| Admin fee / account holder | $1,088 | $15,399-92.9% | $12,427-91.2% | $11,246-90.3% |