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 | $195,503 | $185,822+5.2% | $169,993+15.0% | $139,434+40.2% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 20.57% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.4pp |
| Employer contribution / active EE | $292 | $7,590-96.2% | $6,785-95.7% | $4,751-93.9% |
| Participant deferral / active EE | $14,221 | $11,622+22.4% | $10,408+36.6% | $6,710+111.9% |
| Admin fee / account holder | $3,958 | $15,381-74.3% | $12,815-69.1% | $11,403-65.3% |