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 | $189,998 | $127,065+49.5% | $113,168+67.9% | $142,382+33.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 76.6%+10.9pp | 80.1%+7.4pp |
| Annual return | 11.75% | 24.03%-12.3pp | 24.27%-12.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $211 | $3,442-93.9% | $2,975-92.9% | $4,299-95.1% |
| Participant deferral / active EE | $2,390 | $5,716-58.2% | $5,107-53.2% | $6,507-63.3% |
| Admin fee / account holder | $14,210 | $15,736-9.7% | $12,068+17.7% | $12,624+12.6% |