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 | $214,241 | $150,440+42.4% | $136,294+57.2% | $147,584+45.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.23% | 1049.08%-1040.9pp | 5155.94%-5147.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $18,406 | $5,256+250.2% | $4,695+292.0% | $4,876+277.4% |
| Participant deferral / active EE | $8,000 | $6,630+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $2,486 | $10,905-77.2% | $9,243-73.1% | $10,885-77.2% |