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 | $157,150 | $110,257+42.5% | $96,544+62.8% | $139,434+12.7% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.2pp |
| Annual return | 14.17% | 26.32%-12.1pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $427 | $3,620-88.2% | $2,965-85.6% | $4,751-91.0% |
| Participant deferral / active EE | $4,271 | $5,548-23.0% | $4,851-12.0% | $6,710-36.3% |
| Admin fee / account holder | $14,827 | $11,591+27.9% | $8,252+79.7% | $11,403+30.0% |