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 | $247,873 | $162,781+52.3% | $133,956+85.0% | $158,922+56.0% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 19.55% | 41.94%-22.4pp | 45.09%-25.5pp | 302.83%-283.3pp |
| Employer contribution / active EE | $897 | $4,975-82.0% | $3,919-77.1% | $4,761-81.2% |
| Participant deferral / active EE | $5,499 | $5,911-7.0% | $5,048+8.9% | $5,982-8.1% |
| Admin fee / account holder | $7,231 | $11,736-38.4% | $8,927-19.0% | $11,246-35.7% |