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 | $98,620 | $109,359-9.8% | $162,163-39.2% | $72,985+35.1% |
| Participation rate | 70.6% | 84.3%-13.7pp | 87.6%-17.0pp | 69.5%+1.1pp |
| Annual return | 29.12% | 25.46%+3.7pp | 115.59%-86.5pp | 81.00%-51.9pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,545 | $5,481-17.1% | $7,298-37.7% | $3,607+26.0% |
| Admin fee / account holder | $3,251 | $7,972-59.2% | $10,843-70.0% | $5,124-36.6% |