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 | $234,779 | $160,055+46.7% | $140,016+67.7% | $135,375+73.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -19.53% | 911.38%-930.9pp | 651.12%-670.6pp | 519.73%-539.3pp |
| Employer contribution / active EE | $6,852 | $6,420+6.7% | $5,606+22.2% | $4,779+43.4% |
| Participant deferral / active EE | $6,793 | $7,642-11.1% | $6,927-1.9% | $5,609+21.1% |
| Admin fee / account holder | $914 | $13,328-93.1% | $10,705-91.5% | $10,827-91.6% |