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 | $77,995 | $73,933+5.5% | $96,683-19.3% | $75,163+3.8% |
| Participation rate | 91.8% | 66.4%+25.4pp | 74.3%+17.5pp | 67.2%+24.6pp |
| Annual return | 17.91% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,584 | $3,659+80.0% | $4,878+35.0% | $4,125+59.6% |
| Admin fee / account holder | $3,130 | $5,216-40.0% | $6,730-53.5% | $5,651-44.6% |