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 | $84,183 | $152,587-44.8% | $125,175-32.7% | $152,861-44.9% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 23.01% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $910 | $4,946-81.6% | $3,865-76.5% | $4,762-80.9% |
| Participant deferral / active EE | $1,907 | $5,868-67.5% | $4,937-61.4% | $5,850-67.4% |
| Admin fee / account holder | $977 | $13,434-92.7% | $9,702-89.9% | $11,596-91.6% |