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 | $68,048 | $109,817-38.0% | $98,442-30.9% | $167,490-59.4% |
| Participation rate | 72.2% | 75.8%-3.6pp | 73.3%-1.1pp | 82.1%-9.9pp |
| Annual return | 8.89% | 1956.69%-1947.8pp | 1492.73%-1483.8pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,150 | $3,224-33.3% | $2,960-27.4% | $4,837-55.6% |
| Participant deferral / active EE | $5,799 | $4,673+24.1% | $4,276+35.6% | $6,341-8.6% |
| Admin fee / account holder | $618 | $6,753-90.8% | $5,949-89.6% | $12,309-95.0% |