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 | $126,640 | $111,754+13.3% | $103,333+22.6% | $145,922-13.2% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 28.80% | 24.77%+4.0pp | 24.88%+3.9pp | 561.29%-532.5pp |
| Employer contribution / active EE | $778 | $4,212-81.5% | $3,868-79.9% | $4,660-83.3% |
| Participant deferral / active EE | $4,527 | $5,619-19.4% | $5,057-10.5% | $6,688-32.3% |
| Admin fee / account holder | $15,570 | $9,750+59.7% | $8,355+86.4% | $13,397+16.2% |