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 | $104,690 | $209,411-50.0% | $178,490-41.3% | $158,922-34.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 10.20% | 188.75%-178.6pp | 151.07%-140.9pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,008 | $5,706-82.3% | $5,011-79.9% | $4,761-78.8% |
| Participant deferral / active EE | $6,052 | $5,954+1.6% | $5,202+16.3% | $5,982+1.2% |
| Admin fee / account holder | $36,931 | $17,074+116.3% | $13,984+164.1% | $11,246+228.4% |