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 | $72,376 | $209,832-65.5% | $189,513-61.8% | $167,490-56.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.69% | 748.27%-735.6pp | 555.15%-542.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $1,318 | $6,914-80.9% | $6,162-78.6% | $4,837-72.8% |
| Participant deferral / active EE | $5,847 | $8,935-34.6% | $8,221-28.9% | $6,341-7.8% |
| Admin fee / account holder | $696 | $14,293-95.1% | $12,045-94.2% | $12,309-94.3% |