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 | $164,939 | $160,055+3.1% | $140,016+17.8% | $135,375+21.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.55% | 911.38%-920.9pp | 651.12%-660.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $8,675 | $6,420+35.1% | $5,606+54.8% | $4,779+81.5% |
| Participant deferral / active EE | $15,664 | $7,642+105.0% | $6,927+126.1% | $5,609+179.3% |
| Admin fee / account holder | $953 | $13,328-92.9% | $10,705-91.1% | $10,827-91.2% |