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 | $125,059 | $150,440-16.9% | $136,294-8.2% | $147,584-15.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 8.82% | 1049.08%-1040.3pp | 5155.94%-5147.1pp | 578.55%-569.7pp |
| Employer contribution / active EE | $10,978 | $5,256+108.9% | $4,695+133.8% | $4,876+125.1% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,026 | $10,905+28.6% | $9,243+51.7% | $10,885+28.8% |