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 | $130,703 | $116,175+12.5% | $93,606+39.6% | $152,861-14.5% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 20.37% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $456 | $3,218-85.8% | $2,718-83.2% | $4,762-90.4% |
| Participant deferral / active EE | $2,792 | $4,603-39.3% | $4,069-31.4% | $5,850-52.3% |
| Admin fee / account holder | $40,190 | $10,748+273.9% | $7,888+409.5% | $11,596+246.6% |