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 | $120,710 | $127,100-5.0% | $105,738+14.2% | $135,375-10.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 76.3%+5.5pp | 82.6%-0.8pp |
| Annual return | 7.34% | 4.49%+2.8pp | 6.27%+1.1pp | 519.73%-512.4pp |
| Employer contribution / active EE | $738 | $4,107-82.0% | $3,268-77.4% | $4,779-84.6% |
| Participant deferral / active EE | $2,182 | $5,064-56.9% | $4,080-46.5% | $5,609-61.1% |
| Admin fee / account holder | $1,751 | $9,087-80.7% | $6,913-74.7% | $10,827-83.8% |