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 | $179,737 | $150,440+19.5% | $136,294+31.9% | $147,584+21.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.58% | 1049.08%-1043.5pp | 5155.94%-5150.4pp | 578.55%-573.0pp |
| Employer contribution / active EE | $3,906 | $5,256-25.7% | $4,695-16.8% | $4,876-19.9% |
| Participant deferral / active EE | $11,875 | $6,630+79.1% | $6,247+90.1% | $5,439+118.3% |
| Admin fee / account holder | $1,816 | $10,905-83.3% | $9,243-80.4% | $10,885-83.3% |