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 | $178,022 | $168,632+5.6% | $147,614+20.6% | $125,391+42.0% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -3.06% | 77.65%-80.7pp | 61.98%-65.0pp | 282.22%-285.3pp |
| Employer contribution / active EE | $746 | $6,252-88.1% | $5,564-86.6% | $4,866-84.7% |
| Participant deferral / active EE | $4,366 | $5,507-20.7% | $4,895-10.8% | $5,352-18.4% |
| Admin fee / account holder | $1,510 | $13,580-88.9% | $11,611-87.0% | $9,540-84.2% |