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 | $116,005 | $90,600+28.0% | $79,464+46.0% | $135,375-14.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.55% | 977.43%-991.0pp | 718.14%-731.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,824 | $3,068-7.9% | $2,800+0.9% | $4,779-40.9% |
| Participant deferral / active EE | $10,089 | $4,050+149.1% | $3,704+172.4% | $5,609+79.9% |
| Admin fee / account holder | $13,248 | $5,907+124.3% | $5,113+159.1% | $10,827+22.4% |