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 | $135,582 | $115,770+17.1% | $101,248+33.9% | $158,922-14.7% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 18.78% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $424 | $4,175-89.8% | $3,660-88.4% | $4,761-91.1% |
| Participant deferral / active EE | $4,212 | $4,957-15.0% | $4,370-3.6% | $5,982-29.6% |
| Admin fee / account holder | $2,922 | $7,245-59.7% | $5,945-50.9% | $11,246-74.0% |