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 | $64,187 | $171,865-62.7% | $149,718-57.1% | $147,584-56.5% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 12.98% | 2113.22%-2100.2pp | 1501.63%-1488.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $703 | $6,275-88.8% | $5,445-87.1% | $4,876-85.6% |
| Participant deferral / active EE | $6,007 | $7,271-17.4% | $6,569-8.6% | $5,439+10.5% |
| Admin fee / account holder | $401 | $13,799-97.1% | $11,283-96.4% | $10,885-96.3% |