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 | $76,410 | $72,277+5.7% | $101,248-24.5% | $79,858-4.3% |
| Participation rate | 72.7% | 68.5%+4.3pp | 75.8%-3.1pp | 69.6%+3.1pp |
| Annual return | 19.80% | 22.30%-2.5pp | 46.47%-26.7pp | 31.71%-11.9pp |
| Employer contribution / active EE | $573 | $2,692-78.7% | $3,660-84.3% | $2,471-76.8% |
| Participant deferral / active EE | $3,592 | $3,282+9.5% | $4,370-17.8% | $3,740-4.0% |
| Admin fee / account holder | $5,971 | $4,400+35.7% | $5,945+0.4% | $5,306+12.5% |