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 | $104,721 | $150,440-30.4% | $136,294-23.2% | $147,584-29.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.88% | 1049.08%-1040.2pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $1,853 | $5,256-64.7% | $4,695-60.5% | $4,876-62.0% |
| Participant deferral / active EE | $12,782 | $6,630+92.8% | $6,247+104.6% | $5,439+135.0% |
| Admin fee / account holder | $17,389 | $10,905+59.5% | $9,243+88.1% | $10,885+59.7% |