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 | $120,019 | $138,065-13.1% | $123,544-2.9% | $135,375-11.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 7.53% | 153.68%-146.2pp | 119.20%-111.7pp | 519.73%-512.2pp |
| Employer contribution / active EE | $706 | $5,151-86.3% | $4,628-84.7% | $4,779-85.2% |
| Participant deferral / active EE | $5,664 | $6,799-16.7% | $6,426-11.8% | $5,609+1.0% |
| Admin fee / account holder | $1,407 | $10,916-87.1% | $9,284-84.8% | $10,827-87.0% |