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 | $236,982 | $74,888+216.4% | $71,209+232.8% | $142,382+66.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.04% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $18,586 | $2,854+551.2% | $2,721+583.1% | $4,299+332.3% |
| Participant deferral / active EE | $16,547 | $4,454+271.5% | $4,175+296.3% | $6,507+154.3% |
| Admin fee / account holder | $74,103 | $5,568+1230.8% | $5,349+1285.4% | $12,624+487.0% |