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 | $61,671 | $150,440-59.0% | $136,294-54.8% | $147,584-58.2% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 12.11% | 1049.08%-1037.0pp | 5155.94%-5143.8pp | 578.55%-566.4pp |
| Employer contribution / active EE | $250 | $5,256-95.2% | $4,695-94.7% | $4,876-94.9% |
| Participant deferral / active EE | $2,180 | $6,630-67.1% | $6,247-65.1% | $5,439-59.9% |
| Admin fee / account holder | $2,612 | $10,905-76.1% | $9,243-71.7% | $10,885-76.0% |