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 | $142,038 | $74,888+89.7% | $71,209+99.5% | $142,382-0.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.66% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $7,971 | $2,854+179.3% | $2,721+193.0% | $4,299+85.4% |
| Participant deferral / active EE | $6,620 | $4,454+48.6% | $4,175+58.6% | $6,507+1.7% |
| Admin fee / account holder | $4,839 | $5,568-13.1% | $5,349-9.5% | $12,624-61.7% |