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 | $80,591 | $96,305-16.3% | $80,5690% | $139,434-42.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2.68% | 1350.08%-1347.4pp | 935.43%-932.7pp | 372.94%-370.3pp |
| Employer contribution / active EE | $11,458 | $3,262+251.2% | $2,723+320.7% | $4,751+141.2% |
| Participant deferral / active EE | $8,188 | $5,232+56.5% | $4,447+84.1% | $6,710+22.0% |
| Admin fee / account holder | $3,174 | $6,599-51.9% | $5,377-41.0% | $11,403-72.2% |