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 | $155,862 | $138,044+12.9% | $125,339+24.4% | $134,475+15.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.60% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,466 | $5,243-53.0% | $4,814-48.8% | $4,740-48.0% |
| Participant deferral / active EE | $21,247 | $7,799+172.4% | $7,446+185.3% | $6,400+232.0% |
| Admin fee / account holder | $2,620 | $11,571-77.4% | $10,010-73.8% | $11,426-77.1% |