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 9-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 | $86,350 | $83,902+2.9% | $167,512-48.5% | $84,808+1.8% |
| Participation rate | 76.0% | 66.5%+9.5pp | 77.1%-1.1pp | 68.3%+7.7pp |
| Annual return | 14.98% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,283 | $4,442+154.0% | $6,405+76.2% | $4,212+167.9% |
| Admin fee / account holder | $694 | $7,915-91.2% | $9,769-92.9% | $7,344-90.6% |