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 | $158,779 | $165,335-4.0% | $149,696+6.1% | $158,922-0.1% |
| Participation rate | 92.3% | 84.6%+7.7pp | 82.5%+9.8pp | 82.0%+10.3pp |
| Annual return | 14.79% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $712 | $5,103-86.0% | $4,644-84.7% | $4,761-85.0% |
| Participant deferral / active EE | $8,652 | $7,181+20.5% | $6,842+26.5% | $5,982+44.6% |
| Admin fee / account holder | $727 | $10,807-93.3% | $9,309-92.2% | $11,246-93.5% |