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 7-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 | $26,103 | $102,317-74.5% | $146,958-82.2% | $80,856-67.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.2%+11.7pp | 67.6%+26.2pp |
| Annual return | 8.91% | 134.76%-125.9pp | 418.34%-409.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $15,915 | $3,713+328.6% | $4,933+222.6% | $2,755+477.7% |
| Participant deferral / active EE | $5,322 | $6,644-19.9% | $8,070-34.0% | $4,296+23.9% |
| Admin fee / account holder | $2,396 | $7,941-69.8% | $12,998-81.6% | $6,918-65.4% |