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 | $208,737 | $74,888+178.7% | $71,209+193.1% | $142,382+46.6% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.1%+1.7pp |
| Annual return | 0.66% | 345.14%-344.5pp | 282.51%-281.9pp | 217.08%-216.4pp |
| Employer contribution / active EE | $1,664 | $2,854-41.7% | $2,721-38.9% | $4,299-61.3% |
| Participant deferral / active EE | $7,418 | $4,454+66.5% | $4,175+77.7% | $6,507+14.0% |
| Admin fee / account holder | $5,584 | $5,568+0.3% | $5,349+4.4% | $12,624-55.8% |