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 | $123,996 | $165,335-25.0% | $149,696-17.2% | $158,922-22.0% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 18.38% | 348.15%-329.8pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $863 | $5,103-83.1% | $4,644-81.4% | $4,761-81.9% |
| Participant deferral / active EE | $12,775 | $7,181+77.9% | $6,842+86.7% | $5,982+113.5% |
| Admin fee / account holder | $6,719 | $10,807-37.8% | $9,309-27.8% | $11,246-40.2% |