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 8-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 | $199,796 | $202,318-1.2% | $172,739+15.7% | $152,861+30.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.48% | 1029.65%-1014.2pp | 802.84%-787.4pp | 345.32%-329.8pp |
| Employer contribution / active EE | $835 | $5,856-85.7% | $5,143-83.8% | $4,762-82.5% |
| Participant deferral / active EE | $10,555 | $5,948+77.4% | $5,198+103.1% | $5,850+80.4% |
| Admin fee / account holder | $37,068 | $17,109+116.7% | $13,954+165.6% | $11,596+219.7% |