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 | $81,112 | $89,753-9.6% | $107,525-24.6% | $84,808-4.4% |
| Participation rate | 82.5% | 68.1%+14.4pp | 75.1%+7.4pp | 68.3%+14.2pp |
| Annual return | 13.67% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | -$1,696 | $3,113-154.5% | $3,754-145.2% | $2,631-164.5% |
| Participant deferral / active EE | $5,732 | $4,056+41.3% | $5,116+12.1% | $4,212+36.1% |
| Admin fee / account holder | $13,270 | $7,222+83.7% | $8,919+48.8% | $7,344+80.7% |