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 9-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 | $75,618 | $68,346+10.6% | $94,646-20.1% | $75,163+0.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 11.14% | 616.93%-605.8pp | 156.71%-145.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $5,918 | $2,701+119.1% | $3,672+61.2% | $2,670+121.7% |
| Participant deferral / active EE | $9,877 | $6,537+51.1% | $7,418+33.2% | $4,125+139.4% |
| Admin fee / account holder | $758 | $5,326-85.8% | $7,231-89.5% | $5,651-86.6% |