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 | $108,717 | $150,440-27.7% | $136,294-20.2% | $147,584-26.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.85% | 1049.08%-1045.2pp | 5155.94%-5152.1pp | 578.55%-574.7pp |
| Employer contribution / active EE | $9,721 | $5,256+84.9% | $4,695+107.0% | $4,876+99.4% |
| Participant deferral / active EE | $3,978 | $6,630-40.0% | $6,247-36.3% | $5,439-26.9% |
| Admin fee / account holder | $5,950 | $10,905-45.4% | $9,243-35.6% | $10,885-45.3% |