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 | $161,287 | $135,635+18.9% | $110,238+46.3% | $135,375+19.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -9.67% | 513.19%-522.9pp | 314.74%-324.4pp | 519.73%-529.4pp |
| Employer contribution / active EE | $11,182 | $4,906+127.9% | $3,826+192.2% | $4,779+134.0% |
| Participant deferral / active EE | $10,888 | $5,506+97.7% | $4,672+133.0% | $5,609+94.1% |
| Admin fee / account holder | $1,620 | $11,457-85.9% | $8,547-81.0% | $10,827-85.0% |