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 | $196,477 | $209,832-6.4% | $189,513+3.7% | $167,490+17.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.02% | 748.27%-740.2pp | 555.15%-547.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $1,936 | $6,914-72.0% | $6,162-68.6% | $4,837-60.0% |
| Participant deferral / active EE | $3,895 | $8,935-56.4% | $8,221-52.6% | $6,341-38.6% |
| Admin fee / account holder | $2,112 | $14,293-85.2% | $12,045-82.5% | $12,309-82.8% |