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 | $140,440 | $135,952+3.3% | $123,892+13.4% | $273,961-48.7% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 35.04% | 56.63%-21.6pp | 47.52%-12.5pp | 41.45%-6.4pp |
| Employer contribution / active EE | $637 | $5,170-87.7% | $4,617-86.2% | $4,869-86.9% |
| Participant deferral / active EE | $8,999 | $6,343+41.9% | $5,984+50.4% | $5,287+70.2% |
| Admin fee / account holder | $7,886 | $9,817-19.7% | $8,357-5.6% | $10,132-22.2% |