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 | $157,659 | $165,335-4.6% | $149,696+5.3% | $158,922-0.8% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 11.65% | 348.15%-336.5pp | 276.60%-265.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $599 | $5,103-88.3% | $4,644-87.1% | $4,761-87.4% |
| Participant deferral / active EE | $6,722 | $7,181-6.4% | $6,842-1.8% | $5,982+12.4% |
| Admin fee / account holder | $83,276 | $10,807+670.6% | $9,309+794.6% | $11,246+640.5% |