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 | $141,252 | $125,758+12.3% | $169,993-16.9% | $75,163+87.9% |
| Participation rate | 75.0% | 83.6%-8.6pp | 87.0%-12.0pp | 67.2%+7.8pp |
| Annual return | 14.08% | 27.20%-13.1pp | 53.37%-39.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,434 | $4,615-68.9% | $6,785-78.9% | $2,670-46.3% |
| Participant deferral / active EE | $10,168 | $6,837+48.7% | $10,408-2.3% | $4,125+146.5% |
| Admin fee / account holder | $4,855 | $8,173-40.6% | $12,815-62.1% | $5,651-14.1% |