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 | $135,077 | $125,758+7.4% | $169,993-20.5% | $75,163+79.7% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.0%-1.3pp | 67.2%+18.5pp |
| Annual return | 13.59% | 27.20%-13.6pp | 53.37%-39.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $633 | $4,615-86.3% | $6,785-90.7% | $2,670-76.3% |
| Participant deferral / active EE | $5,556 | $6,837-18.7% | $10,408-46.6% | $4,125+34.7% |
| Admin fee / account holder | $4,209 | $8,173-48.5% | $12,815-67.2% | $5,651-25.5% |