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 | $213,462 | $171,865+24.2% | $149,718+42.6% | $147,584+44.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.68% | 2113.22%-2092.5pp | 1501.63%-1481.0pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,152 | $6,275-81.6% | $5,445-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $8,369 | $7,271+15.1% | $6,569+27.4% | $5,439+53.9% |
| Admin fee / account holder | $2,070 | $13,799-85.0% | $11,283-81.6% | $10,885-81.0% |