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 6-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 | $164,388 | $88,751+85.2% | $81,812+100.9% | $145,922+12.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.45% | 1025.40%-1016.9pp | 773.79%-765.3pp | 561.29%-552.8pp |
| Employer contribution / active EE | $5,444 | $3,083+76.6% | $2,912+86.9% | $4,660+16.8% |
| Participant deferral / active EE | $9,361 | $4,643+101.6% | $4,319+116.8% | $6,688+40.0% |
| Admin fee / account holder | $2,881 | $8,415-65.8% | $7,386-61.0% | $13,397-78.5% |