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 6-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 | $136,362 | $158,398-13.9% | $126,539+7.8% | $142,382-4.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -0.19% | 593.76%-594.0pp | 425.95%-426.1pp | 217.08%-217.3pp |
| Employer contribution / active EE | $19,062 | $4,650+309.9% | $3,674+418.8% | $4,299+343.4% |
| Participant deferral / active EE | $12,421 | $4,767+160.6% | $4,083+204.2% | $6,507+90.9% |
| Admin fee / account holder | $355 | $6,918-94.9% | $6,065-94.1% | $12,624-97.2% |