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 | $176,474 | $160,055+10.3% | $140,016+26.0% | $135,375+30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.13% | 911.38%-922.5pp | 651.12%-662.2pp | 519.73%-530.9pp |
| Employer contribution / active EE | $9,323 | $6,420+45.2% | $5,606+66.3% | $4,779+95.1% |
| Participant deferral / active EE | $11,746 | $7,642+53.7% | $6,927+69.6% | $5,609+109.4% |
| Admin fee / account holder | $2,291 | $13,328-82.8% | $10,705-78.6% | $10,827-78.8% |