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 | $104,901 | $107,334-2.3% | $92,893+12.9% | $152,861-31.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 4.37% | 145.58%-141.2pp | 109.41%-105.0pp | 345.32%-341.0pp |
| Employer contribution / active EE | $19,703 | $4,221+366.8% | $3,653+439.4% | $4,762+313.7% |
| Participant deferral / active EE | $7,711 | $4,845+59.2% | $4,236+82.0% | $5,850+31.8% |
| Admin fee / account holder | $11,492 | $7,079+62.3% | $5,794+98.3% | $11,596-0.9% |