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 | $109,419 | $209,832-47.9% | $189,513-42.3% | $167,490-34.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.31% | 748.27%-744.0pp | 555.15%-550.8pp | 478.56%-474.2pp |
| Employer contribution / active EE | $3,790 | $6,914-45.2% | $6,162-38.5% | $4,837-21.7% |
| Participant deferral / active EE | $14,870 | $8,935+66.4% | $8,221+80.9% | $6,341+134.5% |
| Admin fee / account holder | $133,464 | $14,293+833.7% | $12,045+1008.0% | $12,309+984.3% |