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 | $198,402 | $150,440+31.9% | $136,294+45.6% | $147,584+34.4% |
| Participation rate | 76.2% | 84.4%-8.2pp | 81.9%-5.7pp | 82.8%-6.6pp |
| Annual return | 17.14% | 1049.08%-1031.9pp | 5155.94%-5138.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,384 | $6,630+41.5% | $6,247+50.2% | $5,439+72.5% |
| Admin fee / account holder | $18,739 | $10,905+71.8% | $9,243+102.7% | $10,885+72.1% |