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 | $127,967 | $123,793+3.4% | $177,821-28.0% | $79,858+60.2% |
| Participation rate | 81.6% | 84.7%-3.1pp | 87.7%-6.1pp | 69.6%+11.9pp |
| Annual return | 21.93% | 22.82%-0.9pp | 48.32%-26.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $178 | $4,095-95.6% | $5,918-97.0% | $2,471-92.8% |
| Participant deferral / active EE | $3,583 | $5,956-39.9% | $7,714-53.6% | $3,740-4.2% |
| Admin fee / account holder | $1,809 | $7,243-75.0% | $12,427-85.4% | $5,306-65.9% |