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 | $144,449 | $124,185+16.3% | $108,410+33.2% | $167,490-13.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.23% | 1379.64%-1379.4pp | 905.27%-905.0pp | 478.56%-478.3pp |
| Employer contribution / active EE | $11,927 | $4,187+184.9% | $3,558+235.2% | $4,837+146.6% |
| Participant deferral / active EE | $10,596 | $6,908+53.4% | $6,563+61.5% | $6,341+67.1% |
| Admin fee / account holder | $791 | $9,455-91.6% | $7,295-89.2% | $12,309-93.6% |