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 | $91,552 | $72,277+26.7% | $101,248-9.6% | $79,858+14.6% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 14.56% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $228 | $2,692-91.5% | $3,660-93.8% | $2,471-90.8% |
| Participant deferral / active EE | $4,846 | $3,282+47.7% | $4,370+10.9% | $3,740+29.6% |
| Admin fee / account holder | $5,651 | $4,400+28.4% | $5,945-5.0% | $5,306+6.5% |