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 | $62,438 | $114,381-45.4% | $107,525-41.9% | $142,382-56.1% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 12.03% | 242.71%-230.7pp | 181.32%-169.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $590 | $4,015-85.3% | $3,754-84.3% | $4,299-86.3% |
| Participant deferral / active EE | $3,818 | $5,564-31.4% | $5,116-25.4% | $6,507-41.3% |
| Admin fee / account holder | $8,868 | $9,860-10.1% | $8,919-0.6% | $12,624-29.8% |