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 | $130,858 | $152,587-14.2% | $125,175+4.5% | $152,861-14.4% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 42.38% | 54.84%-12.5pp | 43.79%-1.4pp | 345.32%-302.9pp |
| Employer contribution / active EE | $294 | $4,946-94.0% | $3,865-92.4% | $4,762-93.8% |
| Participant deferral / active EE | $2,270 | $5,868-61.3% | $4,937-54.0% | $5,850-61.2% |
| Admin fee / account holder | $20,790 | $13,434+54.8% | $9,702+114.3% | $11,596+79.3% |