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 | $99,198 | $118,849-16.5% | $96,562+2.7% | $167,490-40.8% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 18.09% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $191 | $3,120-93.9% | $2,356-91.9% | $4,837-96.0% |
| Participant deferral / active EE | $5,498 | $4,616+19.1% | $3,849+42.8% | $6,341-13.3% |
| Admin fee / account holder | $830 | $8,065-89.7% | $6,181-86.6% | $12,309-93.3% |