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 | $130,181 | $148,534-12.4% | $135,903-4.2% | $139,434-6.6% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 23.63% | 79.19%-55.6pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $704 | $5,243-86.6% | $4,856-85.5% | $4,751-85.2% |
| Participant deferral / active EE | $3,784 | $8,100-53.3% | $7,758-51.2% | $6,710-43.6% |
| Admin fee / account holder | $2,626 | $12,400-78.8% | $10,762-75.6% | $11,403-77.0% |