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 | $72,088 | $77,145-6.6% | $108,410-33.5% | $85,850-16.0% |
| Participation rate | 85.7% | 74.7%+11.0pp | 80.1%+5.6pp | 69.3%+16.4pp |
| Annual return | 14.15% | 44.54%-30.4pp | 905.27%-891.1pp | 318.53%-304.4pp |
| Employer contribution / active EE | -$2 | $2,379-100.1% | $3,558-100.0% | $2,565-100.1% |
| Participant deferral / active EE | $15,369 | $5,566+176.1% | $6,563+134.2% | $3,952+288.9% |
| Admin fee / account holder | $7,869 | $5,172+52.2% | $7,295+7.9% | $6,260+25.7% |