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 | $135,869 | $159,901-15.0% | $146,958-7.5% | $145,922-6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.26% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $16,279 | $5,286+208.0% | $4,933+230.0% | $4,660+249.4% |
| Participant deferral / active EE | $17,707 | $8,428+110.1% | $8,070+119.4% | $6,688+164.8% |
| Admin fee / account holder | $29,163 | $15,044+93.9% | $12,998+124.4% | $13,397+117.7% |