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 | $224,022 | $198,466+12.9% | $170,442+31.4% | $147,584+51.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 14.95% | 257.29%-242.3pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $49 | $6,184-99.2% | $5,433-99.1% | $4,876-99.0% |
| Participant deferral / active EE | $4,254 | $5,629-24.4% | $4,939-13.9% | $5,439-21.8% |
| Admin fee / account holder | $33,522 | $16,852+98.9% | $13,880+141.5% | $10,885+208.0% |