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 | $200,669 | $152,587+31.5% | $125,175+60.3% | $152,861+31.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 27.97% | 54.84%-26.9pp | 43.79%-15.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $803 | $4,946-83.8% | $3,865-79.2% | $4,762-83.1% |
| Participant deferral / active EE | $4,586 | $5,868-21.8% | $4,937-7.1% | $5,850-21.6% |
| Admin fee / account holder | $4,004 | $13,434-70.2% | $9,702-58.7% | $11,596-65.5% |