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 | $146,539 | $150,440-2.6% | $136,294+7.5% | $147,584-0.7% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 17.17% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $837 | $5,256-84.1% | $4,695-82.2% | $4,876-82.8% |
| Participant deferral / active EE | $3,268 | $6,630-50.7% | $6,247-47.7% | $5,439-39.9% |
| Admin fee / account holder | $5,789 | $10,905-46.9% | $9,243-37.4% | $10,885-46.8% |