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 | $133,691 | $114,381+16.9% | $107,525+24.3% | $142,382-6.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 16.53% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $674 | $4,015-83.2% | $3,754-82.0% | $4,299-84.3% |
| Participant deferral / active EE | $5,574 | $5,564+0.2% | $5,116+9.0% | $6,507-14.3% |
| Admin fee / account holder | $2,332 | $9,860-76.3% | $8,919-73.9% | $12,624-81.5% |