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 | $195,076 | $106,515+83.1% | $96,683+101.8% | $139,434+39.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.81% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $136 | $4,103-96.7% | $3,737-96.4% | $4,751-97.1% |
| Participant deferral / active EE | $30,120 | $5,454+452.3% | $4,878+517.4% | $6,710+348.9% |
| Admin fee / account holder | $104,644 | $7,877+1228.5% | $6,730+1455.0% | $11,403+817.7% |