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 | $43,190 | $171,865-74.9% | $149,718-71.2% | $147,584-70.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.11% | 2113.22%-2090.1pp | 1501.63%-1478.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $180 | $6,275-97.1% | $5,445-96.7% | $4,876-96.3% |
| Participant deferral / active EE | $7,897 | $7,271+8.6% | $6,569+20.2% | $5,439+45.2% |
| Admin fee / account holder | $412 | $13,799-97.0% | $11,283-96.3% | $10,885-96.2% |