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 | $85,560 | $107,334-20.3% | $92,893-7.9% | $152,861-44.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 19.42% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $670 | $4,221-84.1% | $3,653-81.7% | $4,762-85.9% |
| Participant deferral / active EE | $2,064 | $4,845-57.4% | $4,236-51.3% | $5,850-64.7% |
| Admin fee / account holder | $1,740 | $7,079-75.4% | $5,794-70.0% | $11,596-85.0% |