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 | $109,299 | $171,865-36.4% | $149,718-27.0% | $147,584-25.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.25% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $279 | $6,275-95.6% | $5,445-94.9% | $4,876-94.3% |
| Participant deferral / active EE | $3,281 | $7,271-54.9% | $6,569-50.1% | $5,439-39.7% |
| Admin fee / account holder | $1,272 | $13,799-90.8% | $11,283-88.7% | $10,885-88.3% |