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 | $122,451 | $150,440-18.6% | $136,294-10.2% | $147,584-17.0% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 204.49% | 1049.08%-844.6pp | 5155.94%-4951.5pp | 578.55%-374.1pp |
| Employer contribution / active EE | -$14,330 | $5,256-372.6% | $4,695-405.2% | $4,876-393.9% |
| Participant deferral / active EE | $12,245 | $6,630+84.7% | $6,247+96.0% | $5,439+125.1% |
| Admin fee / account holder | $784 | $10,905-92.8% | $9,243-91.5% | $10,885-92.8% |