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 | $145,217 | $160,055-9.3% | $140,016+3.7% | $135,375+7.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.48% | 911.38%-916.9pp | 651.12%-656.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,307 | $6,420-79.6% | $5,606-76.7% | $4,779-72.7% |
| Participant deferral / active EE | $10,160 | $7,642+33.0% | $6,927+46.7% | $5,609+81.1% |
| Admin fee / account holder | $509 | $13,328-96.2% | $10,705-95.2% | $10,827-95.3% |