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 6-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 | $94,571 | $65,561+44.2% | $86,188+9.7% | $75,163+25.8% |
| Participation rate | 88.5% | 60.5%+28.0pp | 69.0%+19.5pp | 67.2%+21.3pp |
| Annual return | -4.78% | 46.05%-50.8pp | 1168.45%-1173.2pp | 160.62%-165.4pp |
| Employer contribution / active EE | $18,928 | $1,553+1119.1% | $2,380+695.2% | $2,670+609.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $6,649 | $5,474+21.5% | $6,852-3.0% | $5,651+17.7% |