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 | $78,048 | $105,998-26.4% | $92,233-15.4% | $147,584-47.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.43% | 50.05%-42.6pp | 176.28%-168.8pp | 578.55%-571.1pp |
| Employer contribution / active EE | $13,329 | $4,333+207.6% | $3,679+262.3% | $4,876+173.4% |
| Participant deferral / active EE | $10,302 | $4,478+130.1% | $3,897+164.4% | $5,439+89.4% |
| Admin fee / account holder | $506 | $6,332-92.0% | $5,194-90.3% | $10,885-95.4% |