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 | $136,533 | $157,256-13.2% | $141,162-3.3% | $152,861-10.7% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.4%+5.8pp |
| Annual return | 19.55% | 64.32%-44.8pp | 71.39%-51.8pp | 345.32%-325.8pp |
| Employer contribution / active EE | $53 | $5,261-99.0% | $4,735-98.9% | $4,762-98.9% |
| Participant deferral / active EE | $8,584 | $7,109+20.7% | $6,709+28.0% | $5,850+46.7% |
| Admin fee / account holder | $3,983 | $12,120-67.1% | $10,261-61.2% | $11,596-65.7% |