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 | $138,497 | $124,319+11.4% | $111,297+24.4% | $167,490-17.3% |
| Participation rate | 93.8% | 79.6%+14.1pp | 77.3%+16.4pp | 82.1%+11.6pp |
| Annual return | 17.58% | 37.44%-19.9pp | 54.65%-37.1pp | 478.56%-461.0pp |
| Employer contribution / active EE | $683 | $3,435-80.1% | $2,731-75.0% | $4,837-85.9% |
| Participant deferral / active EE | $4,540 | $5,180-12.4% | $4,487+1.2% | $6,341-28.4% |
| Admin fee / account holder | $1,178 | $10,618-88.9% | $7,964-85.2% | $12,309-90.4% |