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 | $103,405 | $105,181-1.7% | $159,436-35.1% | $85,850+20.4% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.8%-0.1pp | 69.3%+13.4pp |
| Annual return | 13.12% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $345 | $3,318-89.6% | $4,829-92.9% | $2,565-86.6% |
| Participant deferral / active EE | $5,328 | $5,945-10.4% | $7,352-27.5% | $3,952+34.8% |
| Admin fee / account holder | $4,992 | $6,933-28.0% | $10,799-53.8% | $6,260-20.3% |