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 | $31,109 | $180,449-82.8% | $154,107-79.8% | $135,375-77.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.28% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,256 | $6,035-79.2% | $5,298-76.3% | $4,779-73.7% |
| Participant deferral / active EE | $4,413 | $5,806-24.0% | $5,081-13.1% | $5,609-21.3% |
| Admin fee / account holder | $1,016 | $16,143-93.7% | $13,411-92.4% | $10,827-90.6% |