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 | $233,372 | $159,602+46.2% | $150,045+55.5% | $142,382+63.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.79% | 70.24%-52.4pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $681 | $4,961-86.3% | $4,693-85.5% | $4,299-84.2% |
| Participant deferral / active EE | $6,321 | $8,310-23.9% | $7,997-21.0% | $6,507-2.9% |
| Admin fee / account holder | $19,529 | $14,846+31.5% | $13,435+45.4% | $12,624+54.7% |