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 | $90,960 | $114,381-20.5% | $107,525-15.4% | $142,382-36.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.1%-1.2pp | 80.1%-6.2pp |
| Annual return | 17.94% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $405 | $4,015-89.9% | $3,754-89.2% | $4,299-90.6% |
| Participant deferral / active EE | $4,048 | $5,564-27.3% | $5,116-20.9% | $6,507-37.8% |
| Admin fee / account holder | $1,507 | $9,860-84.7% | $8,919-83.1% | $12,624-88.1% |