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 | $56,302 | $56,199+0.2% | $67,652-16.8% | $59,632-5.6% |
| Participation rate | 95.6% | 71.5%+24.1pp | 75.7%+19.9pp | 68.7%+26.9pp |
| Annual return | -1.38% | 18505.31%-18506.7pp | 6625.04%-6626.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $270 | $1,614-83.3% | $2,266-88.1% | $2,203-87.8% |
| Participant deferral / active EE | $1,867 | $2,844-34.4% | $3,560-47.6% | $3,192-41.5% |
| Admin fee / account holder | $4,324 | $3,958+9.2% | $4,821-10.3% | $4,297+0.6% |