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 6-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 | $52,040 | $189,613-72.6% | $167,512-68.9% | $142,382-63.5% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 8.89% | 2024.68%-2015.8pp | 1615.79%-1606.9pp | 217.08%-208.2pp |
| Employer contribution / active EE | $1,580 | $4,349-63.7% | $3,882-59.3% | $4,299-63.2% |
| Participant deferral / active EE | $1,975 | $6,981-71.7% | $6,405-69.2% | $6,507-69.6% |
| Admin fee / account holder | $1,066 | $10,528-89.9% | $9,769-89.1% | $12,624-91.6% |