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 | $220,770 | $165,984+33.0% | $164,813+34.0% | $145,922+51.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 13.03% | 100.03%-87.0pp | 69.93%-56.9pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,000 | $5,273-81.0% | $4,341-77.0% | $4,660-78.5% |
| Participant deferral / active EE | $7,680 | $6,959+10.4% | $6,031+27.3% | $6,688+14.8% |
| Admin fee / account holder | $3,668 | $16,648-78.0% | $12,690-71.1% | $13,397-72.6% |