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 | $105,110 | $81,208+29.4% | $98,907+6.3% | $79,858+31.6% |
| Participation rate | 76.6% | 72.5%+4.1pp | 76.0%+0.6pp | 69.6%+7.0pp |
| Annual return | 10.88% | 60.99%-50.1pp | 196.43%-185.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,784 | $3,265-45.4% | $4,244-58.0% | $3,740-52.3% |
| Admin fee / account holder | $7,629 | $6,013+26.9% | $6,642+14.9% | $5,306+43.8% |