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 | $48,424 | $171,865-71.8% | $149,718-67.7% | $147,584-67.2% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 18.89% | 2113.22%-2094.3pp | 1501.63%-1482.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $890 | $6,275-85.8% | $5,445-83.6% | $4,876-81.7% |
| Participant deferral / active EE | $11,437 | $7,271+57.3% | $6,569+74.1% | $5,439+110.3% |
| Admin fee / account holder | $5,088 | $13,799-63.1% | $11,283-54.9% | $10,885-53.3% |