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 | $203,325 | $165,335+23.0% | $149,696+35.8% | $158,922+27.9% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 17.02% | 348.15%-331.1pp | 276.60%-259.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $525 | $5,103-89.7% | $4,644-88.7% | $4,761-89.0% |
| Participant deferral / active EE | $5,320 | $7,181-25.9% | $6,842-22.2% | $5,982-11.1% |
| Admin fee / account holder | $432 | $10,807-96.0% | $9,309-95.4% | $11,246-96.2% |