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 | $109,058 | $144,119-24.3% | $117,854-7.5% | $147,584-26.1% |
| Participation rate | 84.2% | 83.4%+0.8pp | 79.7%+4.5pp | 82.8%+1.4pp |
| Annual return | 10.36% | 531.15%-520.8pp | 335.08%-324.7pp | 578.55%-568.2pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,149 | $5,316-40.8% | $4,482-29.7% | $5,439-42.1% |
| Admin fee / account holder | $823 | $10,886-92.4% | $8,020-89.7% | $10,885-92.4% |