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 8-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 | $78,729 | $150,440-47.7% | $136,294-42.2% | $147,584-46.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 63.21% | 1049.08%-985.9pp | 5155.94%-5092.7pp | 578.55%-515.3pp |
| Employer contribution / active EE | $822 | $5,256-84.4% | $4,695-82.5% | $4,876-83.1% |
| Participant deferral / active EE | $2,603 | $6,630-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $12,231 | $10,905+12.2% | $9,243+32.3% | $10,885+12.4% |