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 | $173,757 | $118,680+46.4% | $98,907+75.7% | $158,922+9.3% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 16.51% | 372.35%-355.8pp | 196.43%-179.9pp | 302.83%-286.3pp |
| Employer contribution / active EE | $423 | $3,333-87.3% | $2,689-84.3% | $4,761-91.1% |
| Participant deferral / active EE | $2,322 | $5,088-54.4% | $4,244-45.3% | $5,982-61.2% |
| Admin fee / account holder | $7,262 | $10,131-28.3% | $6,642+9.3% | $11,246-35.4% |