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 | $129,652 | $149,734-13.4% | $118,925+9.0% | $158,922-18.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 14.39% | 19.95%-5.6pp | 35.88%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $8,288 | $5,223+58.7% | $4,265+94.3% | $5,982+38.5% |
| Admin fee / account holder | $2,031 | $8,603-76.4% | $6,581-69.1% | $11,246-81.9% |