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 | $237,230 | $202,318+17.3% | $172,739+37.3% | $152,861+55.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 15.98% | 1029.65%-1013.7pp | 802.84%-786.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $1,002 | $5,856-82.9% | $5,143-80.5% | $4,762-79.0% |
| Participant deferral / active EE | $6,407 | $5,948+7.7% | $5,198+23.3% | $5,850+9.5% |
| Admin fee / account holder | $22,293 | $17,109+30.3% | $13,954+59.8% | $11,596+92.2% |