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 | $100,918 | $103,376-2.4% | $87,100+15.9% | $152,861-34.0% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 33.74% | 28.10%+5.6pp | 28.19%+5.5pp | 345.32%-311.6pp |
| Employer contribution / active EE | $46 | $3,220-98.6% | $2,521-98.2% | $4,762-99.0% |
| Participant deferral / active EE | $5,060 | $4,778+5.9% | $4,049+25.0% | $5,850-13.5% |
| Admin fee / account holder | $1,195 | $12,205-90.2% | $7,497-84.1% | $11,596-89.7% |