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 6-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 | $180,987 | $185,822-2.6% | $169,993+6.5% | $139,434+29.8% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 18.25% | 60.50%-42.3pp | 53.37%-35.1pp | 372.94%-354.7pp |
| Employer contribution / active EE | $796 | $7,590-89.5% | $6,785-88.3% | $4,751-83.3% |
| Participant deferral / active EE | $11,191 | $11,622-3.7% | $10,408+7.5% | $6,710+66.8% |
| Admin fee / account holder | $3,495 | $15,381-77.3% | $12,815-72.7% | $11,403-69.3% |