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 | $107,490 | $202,318-46.9% | $172,739-37.8% | $152,861-29.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.38% | 1029.65%-1017.3pp | 802.84%-790.5pp | 345.32%-332.9pp |
| Employer contribution / active EE | $7,171 | $5,856+22.4% | $5,143+39.4% | $4,762+50.6% |
| Participant deferral / active EE | $7,113 | $5,948+19.6% | $5,198+36.9% | $5,850+21.6% |
| Admin fee / account holder | $6,027 | $17,109-64.8% | $13,954-56.8% | $11,596-48.0% |