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 9-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 | $163,116 | $114,047+43.0% | $96,139+69.7% | $167,490-2.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.49% | 189.88%-183.4pp | 191.94%-185.5pp | 478.56%-472.1pp |
| Employer contribution / active EE | $23,656 | $3,427+590.3% | $2,797+745.8% | $4,837+389.0% |
| Participant deferral / active EE | $13,927 | $5,194+168.2% | $4,349+220.3% | $6,341+119.6% |
| Admin fee / account holder | $3,189 | $6,897-53.8% | $5,537-42.4% | $12,309-74.1% |