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 | $127,135 | $148,534-14.4% | $135,903-6.5% | $139,434-8.8% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 14.62% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $100 | $5,243-98.1% | $4,856-97.9% | $4,751-97.9% |
| Participant deferral / active EE | $7,262 | $8,100-10.4% | $7,758-6.4% | $6,710+8.2% |
| Admin fee / account holder | $9,888 | $12,400-20.3% | $10,762-8.1% | $11,403-13.3% |