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 | $54,029 | $165,335-67.3% | $149,696-63.9% | $158,922-66.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 26.08% | 348.15%-322.1pp | 276.60%-250.5pp | 302.83%-276.7pp |
| Employer contribution / active EE | $530 | $5,103-89.6% | $4,644-88.6% | $4,761-88.9% |
| Participant deferral / active EE | $13,542 | $7,181+88.6% | $6,842+97.9% | $5,982+126.4% |
| Admin fee / account holder | $4,392 | $10,807-59.4% | $9,309-52.8% | $11,246-60.9% |