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 | $32,861 | $150,440-78.2% | $136,294-75.9% | $147,584-77.7% |
| Participation rate | 70.6% | 84.4%-13.8pp | 81.9%-11.3pp | 82.8%-12.2pp |
| Annual return | 17.03% | 1049.08%-1032.1pp | 5155.94%-5138.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,467 | $6,630-2.5% | $6,247+3.5% | $5,439+18.9% |
| Admin fee / account holder | $3,290 | $10,905-69.8% | $9,243-64.4% | $10,885-69.8% |