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 | $126,048 | $185,822-32.2% | $169,993-25.9% | $139,434-9.6% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 16.56% | 60.50%-43.9pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $305 | $7,590-96.0% | $6,785-95.5% | $4,751-93.6% |
| Participant deferral / active EE | $4,393 | $11,622-62.2% | $10,408-57.8% | $6,710-34.5% |
| Admin fee / account holder | $9,181 | $15,381-40.3% | $12,815-28.4% | $11,403-19.5% |