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 | $77,575 | $202,318-61.7% | $172,739-55.1% | $152,861-49.3% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 1.91% | 1029.65%-1027.7pp | 802.84%-800.9pp | 345.32%-343.4pp |
| Employer contribution / active EE | $12,211 | $5,856+108.5% | $5,143+137.4% | $4,762+156.4% |
| Participant deferral / active EE | $5,169 | $5,948-13.1% | $5,198-0.5% | $5,850-11.6% |
| Admin fee / account holder | $2,400 | $17,109-86.0% | $13,954-82.8% | $11,596-79.3% |