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 | $204,675 | $180,449+13.4% | $154,107+32.8% | $135,375+51.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.84% | 888.09%-896.9pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $13,791 | $6,035+128.5% | $5,298+160.3% | $4,779+188.6% |
| Participant deferral / active EE | $6,821 | $5,806+17.5% | $5,081+34.3% | $5,609+21.6% |
| Admin fee / account holder | $2,087 | $16,143-87.1% | $13,411-84.4% | $10,827-80.7% |