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 7-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 | $198,894 | $103,376+92.4% | $87,100+128.4% | $152,861+30.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 21.16% | 28.10%-6.9pp | 28.19%-7.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $550 | $3,220-82.9% | $2,521-78.2% | $4,762-88.4% |
| Participant deferral / active EE | $4,917 | $4,778+2.9% | $4,049+21.4% | $5,850-16.0% |
| Admin fee / account holder | $16,823 | $12,205+37.8% | $7,497+124.4% | $11,596+45.1% |