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 | $62,645 | $104,907-40.3% | $84,611-26.0% | $152,861-59.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 3.29% | 373.79%-370.5pp | 258.74%-255.5pp | 345.32%-342.0pp |
| Employer contribution / active EE | $6,548 | $3,302+98.3% | $2,652+146.9% | $4,762+37.5% |
| Participant deferral / active EE | $3,842 | $4,688-18.0% | $3,899-1.5% | $5,850-34.3% |
| Admin fee / account holder | $13,057 | $6,241+109.2% | $4,912+165.8% | $11,596+12.6% |