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 | $94,601 | $152,587-38.0% | $125,175-24.4% | $152,861-38.1% |
| Participation rate | 78.9% | 83.3%-4.4pp | 79.8%-0.8pp | 82.4%-3.5pp |
| Annual return | 15.84% | 54.84%-39.0pp | 43.79%-27.9pp | 345.32%-329.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,025 | $5,868-14.4% | $4,937+1.8% | $5,850-14.1% |
| Admin fee / account holder | $41,157 | $13,434+206.4% | $9,702+324.2% | $11,596+254.9% |