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 | $101,080 | $160,055-36.8% | $140,016-27.8% | $135,375-25.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.88% | 911.38%-920.3pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,324 | $6,420-79.4% | $5,606-76.4% | $4,779-72.3% |
| Participant deferral / active EE | $9,342 | $7,642+22.3% | $6,927+34.9% | $5,609+66.6% |
| Admin fee / account holder | $435 | $13,328-96.7% | $10,705-95.9% | $10,827-96.0% |