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 | $74,185 | $101,317-26.8% | $146,958-49.5% | $74,495-0.4% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 16.05% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,916 | $7,303+8.4% | $8,070-1.9% | $4,346+82.1% |
| Admin fee / account holder | $1,684 | $1,739-3.1% | $12,998-87.0% | $1,942-13.3% |