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 | $204,800 | $95,266+115.0% | $82,389+148.6% | $142,382+43.8% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.5%+4.4pp | 80.1%-6.2pp |
| Annual return | 16.29% | 25.74%-9.4pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $15 | $2,991-99.5% | $2,517-99.4% | $4,299-99.7% |
| Participant deferral / active EE | $9,618 | $4,809+100.0% | $4,155+131.5% | $6,507+47.8% |
| Admin fee / account holder | $4,347 | $8,563-49.2% | $7,231-39.9% | $12,624-65.6% |