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 | $165,093 | $138,347+19.3% | $184,203-10.4% | $80,856+104.2% |
| Participation rate | 78.9% | 83.9%-4.9pp | 86.8%-7.9pp | 67.6%+11.3pp |
| Annual return | 18.22% | 20.02%-1.8pp | 28.81%-10.6pp | 35.59%-17.4pp |
| Employer contribution / active EE | $1,489 | $4,850-69.3% | $6,427-76.8% | $2,755-45.9% |
| Participant deferral / active EE | $7,728 | $7,071+9.3% | $9,131-15.4% | $4,296+79.9% |
| Admin fee / account holder | $4,629 | $10,483-55.8% | $13,901-66.7% | $6,918-33.1% |