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 | $149,511 | $202,432-26.1% | $169,368-11.7% | $139,434+7.2% |
| Participation rate | 73.9% | 81.1%-7.2pp | 77.1%-3.2pp | 80.3%-6.4pp |
| Annual return | 14.52% | 531.74%-517.2pp | 405.60%-391.1pp | 372.94%-358.4pp |
| Employer contribution / active EE | $293 | $4,692-93.8% | $4,013-92.7% | $4,751-93.8% |
| Participant deferral / active EE | $3,130 | $6,938-54.9% | $6,221-49.7% | $6,710-53.4% |
| Admin fee / account holder | $1,170 | $10,708-89.1% | $9,003-87.0% | $11,403-89.7% |