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 | $183,531 | $109,327+67.9% | $89,391+105.3% | $158,922+15.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.17% | 345.68%-340.5pp | 245.62%-240.4pp | 302.83%-297.7pp |
| Employer contribution / active EE | $16,823 | $3,170+430.7% | $2,586+550.6% | $4,761+253.3% |
| Participant deferral / active EE | $14,060 | $4,598+205.8% | $3,890+261.4% | $5,982+135.0% |
| Admin fee / account holder | $3,724 | $6,153-39.5% | $4,881-23.7% | $11,246-66.9% |