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 7-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 | $154,329 | $209,832-26.5% | $189,513-18.6% | $167,490-7.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.35% | 748.27%-728.9pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,215 | $6,914-82.4% | $6,162-80.3% | $4,837-74.9% |
| Participant deferral / active EE | $11,056 | $8,935+23.7% | $8,221+34.5% | $6,341+74.3% |
| Admin fee / account holder | $1,490 | $14,293-89.6% | $12,045-87.6% | $12,309-87.9% |