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 | $160,581 | $159,901+0.4% | $146,958+9.3% | $145,922+10.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.53% | 98.13%-97.6pp | 418.34%-417.8pp | 561.29%-560.8pp |
| Employer contribution / active EE | $3,972 | $5,286-24.9% | $4,933-19.5% | $4,660-14.8% |
| Participant deferral / active EE | $14,550 | $8,428+72.6% | $8,070+80.3% | $6,688+117.6% |
| Admin fee / account holder | $15,162 | $15,044+0.8% | $12,998+16.6% | $13,397+13.2% |