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 | $115,756 | $94,625+22.3% | $116,228-0.4% | $84,808+36.5% |
| Participation rate | 84.2% | 70.4%+13.8pp | 74.6%+9.7pp | 68.3%+15.9pp |
| Annual return | 16.54% | 20.40%-3.9pp | 90.06%-73.5pp | 40.90%-24.4pp |
| Employer contribution / active EE | $593 | $2,347-74.7% | $2,994-80.2% | $2,631-77.4% |
| Participant deferral / active EE | $7,357 | $3,972+85.2% | $4,953+48.5% | $4,212+74.7% |
| Admin fee / account holder | $2,132 | $10,091-78.9% | $11,989-82.2% | $7,344-71.0% |