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 | $183,817 | $150,440+22.2% | $136,294+34.9% | $147,584+24.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.17% | 1049.08%-1039.9pp | 5155.94%-5146.8pp | 578.55%-569.4pp |
| Employer contribution / active EE | $38,761 | $5,256+637.5% | $4,695+725.5% | $4,876+694.9% |
| Participant deferral / active EE | $20,000 | $6,630+201.6% | $6,247+220.1% | $5,439+267.7% |
| Admin fee / account holder | $29,971 | $10,905+174.8% | $9,243+224.2% | $10,885+175.3% |