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 8-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 | $117,663 | $209,411-43.8% | $178,490-34.1% | $158,922-26.0% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 21.04% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,119 | $5,706-80.4% | $5,011-77.7% | $4,761-76.5% |
| Participant deferral / active EE | $2,715 | $5,954-54.4% | $5,202-47.8% | $5,982-54.6% |
| Admin fee / account holder | $1,017 | $17,074-94.0% | $13,984-92.7% | $11,246-91.0% |