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 8-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 | $79,130 | $102,317-22.7% | $146,958-46.2% | $80,856-2.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.43% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $7,734 | $3,713+108.3% | $4,933+56.8% | $2,755+180.8% |
| Participant deferral / active EE | $8,571 | $6,644+29.0% | $8,070+6.2% | $4,296+99.5% |
| Admin fee / account holder | $3,245 | $7,941-59.1% | $12,998-75.0% | $6,918-53.1% |