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 | $202,041 | $138,065+46.3% | $123,544+63.5% | $135,375+49.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.16% | 153.68%-164.8pp | 119.20%-130.4pp | 519.73%-530.9pp |
| Employer contribution / active EE | $8,109 | $5,151+57.4% | $4,628+75.2% | $4,779+69.7% |
| Participant deferral / active EE | $14,013 | $6,799+106.1% | $6,426+118.1% | $5,609+149.8% |
| Admin fee / account holder | $7,636 | $10,916-30.0% | $9,284-17.7% | $10,827-29.5% |