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 7-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 | $128,602 | $210,648-38.9% | $177,989-27.7% | $145,922-11.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.94% | 385.86%-379.9pp | 294.48%-288.5pp | 561.29%-555.3pp |
| Employer contribution / active EE | $4,560 | $4,565-0.1% | $3,949+15.5% | $4,660-2.1% |
| Participant deferral / active EE | $13,600 | $6,958+95.5% | $6,276+116.7% | $6,688+103.4% |
| Admin fee / account holder | $880 | $12,013-92.7% | $10,363-91.5% | $13,397-93.4% |