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 | $228,317 | $88,751+157.3% | $81,812+179.1% | $145,922+56.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.51% | 1025.40%-1018.9pp | 773.79%-767.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,766 | $3,083-10.3% | $2,912-5.0% | $4,660-40.6% |
| Participant deferral / active EE | $7,600 | $4,643+63.7% | $4,319+76.0% | $6,688+13.6% |
| Admin fee / account holder | $18,452 | $8,415+119.3% | $7,386+149.8% | $13,397+37.7% |