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 | $137,716 | $125,758+9.5% | $169,993-19.0% | $75,163+83.2% |
| Participation rate | 71.8% | 83.6%-11.8pp | 87.0%-15.2pp | 67.2%+4.6pp |
| Annual return | 17.37% | 27.20%-9.8pp | 53.37%-36.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,402 | $4,615-69.6% | $6,785-79.3% | $2,670-47.5% |
| Participant deferral / active EE | $6,581 | $6,837-3.8% | $10,408-36.8% | $4,125+59.5% |
| Admin fee / account holder | $4,439 | $8,173-45.7% | $12,815-65.4% | $5,651-21.4% |