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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,493 | $102,604+0.9% | $86,188+20.1% | $139,434-25.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 7.51% | 1922.51%-1915.0pp | 1168.45%-1160.9pp | 372.94%-365.4pp |
| Employer contribution / active EE | $8,759 | $3,032+188.8% | $2,380+268.0% | $4,751+84.4% |
| Participant deferral / active EE | $2,821 | $4,676-39.7% | $3,985-29.2% | $6,710-58.0% |
| Admin fee / account holder | $844 | $8,657-90.3% | $6,852-87.7% | $11,403-92.6% |