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 | $108,435 | $202,318-46.4% | $172,739-37.2% | $152,861-29.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 11.06% | 1029.65%-1018.6pp | 802.84%-791.8pp | 345.32%-334.3pp |
| Employer contribution / active EE | $2,009 | $5,856-65.7% | $5,143-60.9% | $4,762-57.8% |
| Participant deferral / active EE | $3,378 | $5,948-43.2% | $5,198-35.0% | $5,850-42.3% |
| Admin fee / account holder | $92,959 | $17,109+443.3% | $13,954+566.2% | $11,596+701.6% |