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 | $92,865 | $78,422+18.4% | $95,952-3.2% | $79,858+16.3% |
| Participation rate | 70.4% | 73.5%-3.1pp | 77.1%-6.7pp | 69.6%+0.7pp |
| Annual return | 16.10% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $385 | $1,945-80.2% | $2,541-84.8% | $2,471-84.4% |
| Participant deferral / active EE | $1,779 | $3,440-48.3% | $4,167-57.3% | $3,740-52.4% |
| Admin fee / account holder | $12,929 | $5,622+130.0% | $6,795+90.3% | $5,306+143.7% |