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 | $137,200 | $74,888+83.2% | $71,209+92.7% | $142,382-3.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.60% | 345.14%-338.5pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $9,517 | $2,854+233.4% | $2,721+249.8% | $4,299+121.4% |
| Participant deferral / active EE | $3,561 | $4,454-20.1% | $4,175-14.7% | $6,507-45.3% |
| Admin fee / account holder | $2,999 | $5,568-46.1% | $5,349-43.9% | $12,624-76.2% |