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 | $248,561 | $102,604+142.3% | $86,188+188.4% | $139,434+78.3% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.0%+21.0pp | 80.3%+9.7pp |
| Annual return | 5.42% | 1922.51%-1917.1pp | 1168.45%-1163.0pp | 372.94%-367.5pp |
| Employer contribution / active EE | $1,891 | $3,032-37.6% | $2,380-20.5% | $4,751-60.2% |
| Participant deferral / active EE | $6,497 | $4,676+39.0% | $3,985+63.0% | $6,710-3.2% |
| Admin fee / account holder | $1,662 | $8,657-80.8% | $6,852-75.7% | $11,403-85.4% |