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 | $93,679 | $102,616-8.7% | $81,983+14.3% | $158,922-41.1% |
| Participation rate | 95.8% | 75.5%+20.3pp | 69.2%+26.6pp | 82.0%+13.9pp |
| Annual return | 15.88% | 61.04%-45.2pp | 41.31%-25.4pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,999 | $4,648-35.5% | $3,722-19.4% | $5,982-49.9% |
| Admin fee / account holder | $361 | $8,235-95.6% | $5,664-93.6% | $11,246-96.8% |