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 | $74,143 | $150,440-50.7% | $136,294-45.6% | $147,584-49.8% |
| Participation rate | 72.7% | 84.4%-11.7pp | 81.9%-9.2pp | 82.8%-10.1pp |
| Annual return | 14.59% | 1049.08%-1034.5pp | 5155.94%-5141.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $815 | $5,256-84.5% | $4,695-82.6% | $4,876-83.3% |
| Participant deferral / active EE | $4,495 | $6,630-32.2% | $6,247-28.0% | $5,439-17.3% |
| Admin fee / account holder | $606 | $10,905-94.4% | $9,243-93.4% | $10,885-94.4% |