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 | $86,487 | $72,492+19.3% | $87,100-0.7% | $72,985+18.5% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 45.38% | 24.46%+20.9pp | 28.19%+17.2pp | 81.00%-35.6pp |
| Employer contribution / active EE | $329 | $1,894-82.6% | $2,521-87.0% | $2,440-86.5% |
| Participant deferral / active EE | $2,110 | $3,270-35.5% | $4,049-47.9% | $3,607-41.5% |
| Admin fee / account holder | $14,682 | $5,055+190.4% | $7,497+95.8% | $5,124+186.5% |