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 | $151,672 | $70,756+114.4% | $65,493+131.6% | $142,382+6.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 5.97% | 1754.89%-1748.9pp | 982.45%-976.5pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,681 | $2,881-41.7% | $2,574-34.7% | $4,299-60.9% |
| Participant deferral / active EE | $15,710 | $4,637+238.8% | $3,961+296.6% | $6,507+141.4% |
| Admin fee / account holder | $349 | $6,559-94.7% | $5,028-93.1% | $12,624-97.2% |