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 | $74,547 | $65,696+13.5% | $56,429+32.1% | $147,584-49.5% |
| Participation rate | 81.8% | 85.5%-3.7pp | 80.0%+1.8pp | 82.8%-1.0pp |
| Annual return | 12.35% | 13.32%-1.0pp | 19.04%-6.7pp | 578.55%-566.2pp |
| Employer contribution / active EE | $380 | $4,121-90.8% | $3,405-88.8% | $4,876-92.2% |
| Participant deferral / active EE | $2,818 | $4,876-42.2% | $3,951-28.7% | $5,439-48.2% |
| Admin fee / account holder | $25,453 | $5,947+328.0% | $4,466+469.9% | $10,885+133.8% |