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 | $103,650 | $68,547+51.2% | $120,354-13.9% | $80,856+28.2% |
| Participation rate | 75.6% | 61.6%+14.0pp | 71.9%+3.7pp | 67.6%+8.0pp |
| Annual return | 22.87% | 23.60%-0.7pp | 107.15%-84.3pp | 35.59%-12.7pp |
| Employer contribution / active EE | $212 | $2,051-89.6% | $3,463-93.9% | $2,755-92.3% |
| Participant deferral / active EE | $2,863 | $3,173-9.8% | $4,991-42.6% | $4,296-33.3% |
| Admin fee / account holder | $10,865 | $5,732+89.6% | $9,423+15.3% | $6,918+57.1% |