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 | $88,888 | $144,119-38.3% | $117,854-24.6% | $147,584-39.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.94% | 531.15%-525.2pp | 335.08%-329.1pp | 578.55%-572.6pp |
| Employer contribution / active EE | $2,540 | $4,896-48.1% | $3,786-32.9% | $4,876-47.9% |
| Participant deferral / active EE | $6,903 | $5,316+29.9% | $4,482+54.0% | $5,439+26.9% |
| Admin fee / account holder | $682 | $10,886-93.7% | $8,020-91.5% | $10,885-93.7% |