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 | $117,836 | $124,185-5.1% | $108,410+8.7% | $167,490-29.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.44% | 1379.64%-1370.2pp | 905.27%-895.8pp | 478.56%-469.1pp |
| Employer contribution / active EE | $7,613 | $4,187+81.9% | $3,558+114.0% | $4,837+57.4% |
| Participant deferral / active EE | $5,383 | $6,908-22.1% | $6,563-18.0% | $6,341-15.1% |
| Admin fee / account holder | $1,576 | $9,455-83.3% | $7,295-78.4% | $12,309-87.2% |