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 | $238,497 | $159,602+49.4% | $150,045+59.0% | $142,382+67.5% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 18.11% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $873 | $4,961-82.4% | $4,693-81.4% | $4,299-79.7% |
| Participant deferral / active EE | $17,670 | $8,310+112.6% | $7,997+121.0% | $6,507+171.5% |
| Admin fee / account holder | $6,884 | $14,846-53.6% | $13,435-48.8% | $12,624-45.5% |