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 | $115,857 | $69,977+65.6% | $108,579+6.7% | $62,891+84.2% |
| Participation rate | 94.1% | 72.9%+21.2pp | 79.6%+14.5pp | 69.3%+24.8pp |
| Annual return | 6.87% | 10.73%-3.9pp | -51.70%+58.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $364 | $2,135-82.9% | $3,758-90.3% | $2,281-84.0% |
| Participant deferral / active EE | $6,036 | $3,165+90.7% | $4,311+40.0% | $3,203+88.4% |
| Admin fee / account holder | $2,742 | $5,076-46.0% | $7,645-64.1% | $4,296-36.2% |