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 | $218,595 | $115,770+88.8% | $101,248+115.9% | $158,922+37.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.92% | 56.14%-57.1pp | 46.47%-47.4pp | 302.83%-303.7pp |
| Employer contribution / active EE | $23,947 | $4,175+473.6% | $3,660+554.4% | $4,761+403.0% |
| Participant deferral / active EE | $18,200 | $4,957+267.1% | $4,370+316.5% | $5,982+204.2% |
| Admin fee / account holder | $263,800 | $7,245+3541.1% | $5,945+4337.0% | $11,246+2245.8% |