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 | $122,795 | $112,096+9.5% | $95,952+28.0% | $158,922-22.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.51% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $623 | $3,198-80.5% | $2,541-75.5% | $4,761-86.9% |
| Participant deferral / active EE | $8,100 | $4,784+69.3% | $4,167+94.4% | $5,982+35.4% |
| Admin fee / account holder | $841 | $10,130-91.7% | $6,795-87.6% | $11,246-92.5% |