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 | $87,417 | $77,145+13.3% | $108,410-19.4% | $85,850+1.8% |
| Participation rate | 91.9% | 74.7%+17.2pp | 80.1%+11.8pp | 69.3%+22.6pp |
| Annual return | 13.76% | 44.54%-30.8pp | 905.27%-891.5pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $9,622 | $5,566+72.9% | $6,563+46.6% | $3,952+143.5% |
| Admin fee / account holder | $9,374 | $5,172+81.2% | $7,295+28.5% | $6,260+49.7% |