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 | $180,129 | $183,519-1.8% | $155,509+15.8% | $145,922+23.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.14% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $156 | $5,313-97.1% | $4,672-96.7% | $4,660-96.7% |
| Participant deferral / active EE | $13,071 | $6,462+102.3% | $5,626+132.3% | $6,688+95.5% |
| Admin fee / account holder | $1,286 | $19,313-93.3% | $15,912-91.9% | $13,397-90.4% |