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 | $179,670 | $98,750+81.9% | $149,696+20.0% | $79,858+125.0% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.4pp |
| Annual return | 19.53% | 27.43%-7.9pp | 276.60%-257.1pp | 31.71%-12.2pp |
| Employer contribution / active EE | $274 | $3,216-91.5% | $4,644-94.1% | $2,471-88.9% |
| Participant deferral / active EE | $6,201 | $5,680+9.2% | $6,842-9.4% | $3,740+65.8% |
| Admin fee / account holder | $14,810 | $6,053+144.7% | $9,309+59.1% | $5,306+179.1% |