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 | $112,125 | $115,882-3.2% | $100,516+11.5% | $158,922-29.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 8.57% | 34.79%-26.2pp | 30.89%-22.3pp | 302.83%-294.3pp |
| Employer contribution / active EE | $72 | $4,103-98.2% | $3,418-97.9% | $4,761-98.5% |
| Participant deferral / active EE | $4,233 | $6,674-36.6% | $6,270-32.5% | $5,982-29.2% |
| Admin fee / account holder | $885 | $10,995-92.0% | $8,081-89.1% | $11,246-92.1% |