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 | $151,284 | $150,440+0.6% | $136,294+11.0% | $147,584+2.5% |
| Participation rate | 81.0% | 84.4%-3.5pp | 81.9%-1.0pp | 82.8%-1.9pp |
| Annual return | 15.34% | 1049.08%-1033.7pp | 5155.94%-5140.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,244 | $6,630-66.1% | $6,247-64.1% | $5,439-58.7% |
| Admin fee / account holder | $10,017 | $10,905-8.1% | $9,243+8.4% | $10,885-8.0% |