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 | $134,949 | $202,318-33.3% | $172,739-21.9% | $152,861-11.7% |
| Participation rate | 76.2% | 87.1%-10.9pp | 82.6%-6.5pp | 82.4%-6.3pp |
| Annual return | 10.25% | 1029.65%-1019.4pp | 802.84%-792.6pp | 345.32%-335.1pp |
| Employer contribution / active EE | $2,743 | $5,856-53.2% | $5,143-46.7% | $4,762-42.4% |
| Participant deferral / active EE | $4,807 | $5,948-19.2% | $5,198-7.5% | $5,850-17.8% |
| Admin fee / account holder | $4,058 | $17,109-76.3% | $13,954-70.9% | $11,596-65.0% |