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 | $126,800 | $60,892+108.2% | $82,389+53.9% | $84,808+49.5% |
| Participation rate | 76.7% | 63.3%+13.4pp | 69.5%+7.1pp | 68.3%+8.4pp |
| Annual return | 18.44% | 37.29%-18.9pp | 28.67%-10.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $265 | $1,779-85.1% | $2,517-89.5% | $2,631-89.9% |
| Participant deferral / active EE | $6,100 | $3,179+91.9% | $4,155+46.8% | $4,212+44.8% |
| Admin fee / account holder | $14,194 | $5,467+159.6% | $7,231+96.3% | $7,344+93.3% |