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 9-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 | $234,459 | $109,817+113.5% | $98,442+138.2% | $167,490+40.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.52% | 1956.69%-1948.2pp | 1492.73%-1484.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,796 | $3,224-44.3% | $2,960-39.3% | $4,837-62.9% |
| Participant deferral / active EE | $6,532 | $4,673+39.8% | $4,276+52.8% | $6,341+3.0% |
| Admin fee / account holder | $7,396 | $6,753+9.5% | $5,949+24.3% | $12,309-39.9% |