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 | $96,224 | $98,240-2.1% | $82,313+16.9% | $147,584-34.8% |
| Participation rate | 76.5% | 79.7%-3.3pp | 76.9%-0.4pp | 82.8%-6.4pp |
| Annual return | 14.32% | 30.85%-16.5pp | 25.88%-11.6pp | 578.55%-564.2pp |
| Employer contribution / active EE | $373 | $3,192-88.3% | $2,428-84.6% | $4,876-92.3% |
| Participant deferral / active EE | $2,410 | $4,383-45.0% | $3,706-35.0% | $5,439-55.7% |
| Admin fee / account holder | $342 | $8,563-96.0% | $5,608-93.9% | $10,885-96.9% |