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 | $239,126 | $118,450+101.9% | $98,439+142.9% | $139,434+71.5% |
| Participation rate | 81.8% | 77.4%+4.4pp | 75.2%+6.7pp | 80.3%+1.5pp |
| Annual return | 8.83% | 18.94%-10.1pp | 21.16%-12.3pp | 372.94%-364.1pp |
| Employer contribution / active EE | $337 | $3,609-90.7% | $3,048-88.9% | $4,751-92.9% |
| Participant deferral / active EE | $2,031 | $5,392-62.3% | $4,738-57.1% | $6,710-69.7% |
| Admin fee / account holder | $82,357 | $14,026+487.2% | $8,948+820.4% | $11,403+622.3% |