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 | $220,237 | $202,318+8.9% | $172,739+27.5% | $152,861+44.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | -4.92% | 1029.65%-1034.6pp | 802.84%-807.8pp | 345.32%-350.2pp |
| Employer contribution / active EE | $3,111 | $5,856-46.9% | $5,143-39.5% | $4,762-34.7% |
| Participant deferral / active EE | $8,545 | $5,948+43.7% | $5,198+64.4% | $5,850+46.1% |
| Admin fee / account holder | $3,827 | $17,109-77.6% | $13,954-72.6% | $11,596-67.0% |