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 3-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 | $93,224 | $74,888+24.5% | $71,209+30.9% | $142,382-34.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.32% | 345.14%-334.8pp | 282.51%-272.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $11,129 | $2,854+289.9% | $2,721+309.0% | $4,299+158.9% |
| Participant deferral / active EE | $3,477 | $4,454-21.9% | $4,175-16.7% | $6,507-46.6% |
| Admin fee / account holder | $127,557 | $5,568+2190.8% | $5,349+2284.8% | $12,624+910.5% |