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 | $249,960 | $176,812+41.4% | $146,665+70.4% | $167,490+49.2% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 15.79% | 24.03%-8.2pp | 22.74%-7.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $582 | $5,160-88.7% | $4,136-85.9% | $4,837-88.0% |
| Participant deferral / active EE | $2,607 | $6,440-59.5% | $5,506-52.7% | $6,341-58.9% |
| Admin fee / account holder | $42,195 | $13,259+218.2% | $10,280+310.5% | $12,309+242.8% |