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 | $177,623 | $176,056+0.9% | $159,436+11.4% | $167,490+6.0% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.80% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $766 | $5,297-85.5% | $4,829-84.1% | $4,837-84.2% |
| Participant deferral / active EE | $4,518 | $7,750-41.7% | $7,352-38.5% | $6,341-28.7% |
| Admin fee / account holder | $3,688 | $12,554-70.6% | $10,799-65.9% | $12,309-70.0% |