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 | $72,566 | $150,440-51.8% | $136,294-46.8% | $147,584-50.8% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 7.13% | 1049.08%-1041.9pp | 5155.94%-5148.8pp | 578.55%-571.4pp |
| Employer contribution / active EE | $11,176 | $5,256+112.6% | $4,695+138.0% | $4,876+129.2% |
| Participant deferral / active EE | $5,562 | $6,630-16.1% | $6,247-11.0% | $5,439+2.3% |
| Admin fee / account holder | $2,354 | $10,905-78.4% | $9,243-74.5% | $10,885-78.4% |