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 | $163,673 | $94,625+73.0% | $116,228+40.8% | $84,808+93.0% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.6%+4.0pp | 68.3%+10.3pp |
| Annual return | 16.05% | 20.40%-4.4pp | 90.06%-74.0pp | 40.90%-24.8pp |
| Employer contribution / active EE | $387 | $2,347-83.5% | $2,994-87.1% | $2,631-85.3% |
| Participant deferral / active EE | $5,067 | $3,972+27.6% | $4,953+2.3% | $4,212+20.3% |
| Admin fee / account holder | $15,648 | $10,091+55.1% | $11,989+30.5% | $7,344+113.1% |