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 | $166,598 | $135,635+22.8% | $110,238+51.1% | $135,375+23.1% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -9.03% | 513.19%-522.2pp | 314.74%-323.8pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,495 | $4,906+12.0% | $3,826+43.6% | $4,779+15.0% |
| Participant deferral / active EE | $7,286 | $5,506+32.3% | $4,672+56.0% | $5,609+29.9% |
| Admin fee / account holder | $11,143 | $11,457-2.7% | $8,547+30.4% | $10,827+2.9% |