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 | $103,048 | $150,440-31.5% | $136,294-24.4% | $147,584-30.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.62% | 1049.08%-1028.5pp | 5155.94%-5135.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $567 | $5,256-89.2% | $4,695-87.9% | $4,876-88.4% |
| Participant deferral / active EE | $8,856 | $6,630+33.6% | $6,247+41.8% | $5,439+62.8% |
| Admin fee / account holder | $450 | $10,905-95.9% | $9,243-95.1% | $10,885-95.9% |