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 | $116,595 | $115,770+0.7% | $101,248+15.2% | $158,922-26.6% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 14.90% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $656 | $4,175-84.3% | $3,660-82.1% | $4,761-86.2% |
| Participant deferral / active EE | $4,490 | $4,957-9.4% | $4,370+2.7% | $5,982-24.9% |
| Admin fee / account holder | $825 | $7,245-88.6% | $5,945-86.1% | $11,246-92.7% |