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 | $216,869 | $74,888+189.6% | $71,209+204.6% | $142,382+52.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.61% | 345.14%-341.5pp | 282.51%-278.9pp | 217.08%-213.5pp |
| Employer contribution / active EE | $11,710 | $2,854+310.2% | $2,721+330.4% | $4,299+172.4% |
| Participant deferral / active EE | $3,570 | $4,454-19.8% | $4,175-14.5% | $6,507-45.1% |
| Admin fee / account holder | $693 | $5,568-87.6% | $5,349-87.0% | $12,624-94.5% |