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 | $234,711 | $98,750+137.7% | $149,696+56.8% | $79,858+193.9% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.5%-8.4pp | 69.6%+4.4pp |
| Annual return | 19.92% | 27.43%-7.5pp | 276.60%-256.7pp | 31.71%-11.8pp |
| Employer contribution / active EE | $168 | $3,216-94.8% | $4,644-96.4% | $2,471-93.2% |
| Participant deferral / active EE | $8,389 | $5,680+47.7% | $6,842+22.6% | $3,740+124.3% |
| Admin fee / account holder | $25,842 | $6,053+327.0% | $9,309+177.6% | $5,306+387.0% |