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 | $39,526 | $102,317-61.4% | $146,958-73.1% | $80,856-51.1% |
| Participation rate | 70.6% | 75.8%-5.2pp | 82.2%-11.6pp | 67.6%+3.0pp |
| Annual return | 49.64% | 134.76%-85.1pp | 418.34%-368.7pp | 35.59%+14.0pp |
| Employer contribution / active EE | $510 | $3,713-86.3% | $4,933-89.7% | $2,755-81.5% |
| Participant deferral / active EE | $5,430 | $6,644-18.3% | $8,070-32.7% | $4,296+26.4% |
| Admin fee / account holder | $14,052 | $7,941+76.9% | $12,998+8.1% | $6,918+103.1% |