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 | $141,276 | $80,673+75.1% | $101,326+39.4% | $84,808+66.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.25% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $15 | $2,698-99.4% | $3,665-99.6% | $2,631-99.4% |
| Participant deferral / active EE | $7,338 | $6,840+7.3% | $7,994-8.2% | $4,212+74.2% |
| Admin fee / account holder | $2,611 | $12,784-79.6% | $11,185-76.7% | $7,344-64.4% |