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 | $57,251 | $152,587-62.5% | $125,175-54.3% | $152,861-62.5% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 19.64% | 54.84%-35.2pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $918 | $4,946-81.4% | $3,865-76.3% | $4,762-80.7% |
| Participant deferral / active EE | $7,544 | $5,868+28.6% | $4,937+52.8% | $5,850+28.9% |
| Admin fee / account holder | $14,825 | $13,434+10.4% | $9,702+52.8% | $11,596+27.8% |