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 | $59,990 | $138,065-56.5% | $123,544-51.4% | $135,375-55.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -0.61% | 153.68%-154.3pp | 119.20%-119.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $616 | $5,151-88.0% | $4,628-86.7% | $4,779-87.1% |
| Participant deferral / active EE | $2,838 | $6,799-58.3% | $6,426-55.8% | $5,609-49.4% |
| Admin fee / account holder | $1,707 | $10,916-84.4% | $9,284-81.6% | $10,827-84.2% |