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 | $113,069 | $117,841-4.0% | $102,423+10.4% | $145,922-22.5% |
| Participation rate | 73.3% | 78.6%-5.3pp | 76.5%-3.2pp | 80.3%-6.9pp |
| Annual return | 14.53% | 31.65%-17.1pp | 29.32%-14.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $654 | $3,615-81.9% | $3,023-78.4% | $4,660-86.0% |
| Participant deferral / active EE | $5,379 | $5,731-6.1% | $5,053+6.5% | $6,688-19.6% |
| Admin fee / account holder | $3,082 | $13,326-76.9% | $9,451-67.4% | $13,397-77.0% |