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 | $95,108 | $112,881-15.7% | $90,951+4.6% | $158,922-40.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 1.59% | 215.79%-214.2pp | 134.60%-133.0pp | 302.83%-301.2pp |
| Employer contribution / active EE | $10,000 | $2,893+245.7% | $2,122+371.3% | $4,761+110.0% |
| Participant deferral / active EE | $9,779 | $4,128+136.9% | $3,373+189.9% | $5,982+63.5% |
| Admin fee / account holder | $3,284 | $8,041-59.2% | $5,959-44.9% | $11,246-70.8% |