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 | $151,529 | $171,865-11.8% | $149,718+1.2% | $147,584+2.7% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 16.36% | 2113.22%-2096.9pp | 1501.63%-1485.3pp | 578.55%-562.2pp |
| Employer contribution / active EE | $483 | $6,275-92.3% | $5,445-91.1% | $4,876-90.1% |
| Participant deferral / active EE | $7,926 | $7,271+9.0% | $6,569+20.7% | $5,439+45.7% |
| Admin fee / account holder | $2,124 | $13,799-84.6% | $11,283-81.2% | $10,885-80.5% |