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 | $119,638 | $183,519-34.8% | $155,509-23.1% | $145,922-18.0% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.02% | 61.17%-47.1pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $503 | $5,313-90.5% | $4,672-89.2% | $4,660-89.2% |
| Participant deferral / active EE | $6,092 | $6,462-5.7% | $5,626+8.3% | $6,688-8.9% |
| Admin fee / account holder | $4,339 | $19,313-77.5% | $15,912-72.7% | $13,397-67.6% |