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 4-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 | $30,244 | $88,751-65.9% | $81,812-63.0% | $145,922-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.22% | 1025.40%-1021.2pp | 773.79%-769.6pp | 561.29%-557.1pp |
| Employer contribution / active EE | $3,298 | $3,083+7.0% | $2,912+13.3% | $4,660-29.2% |
| Participant deferral / active EE | $6,838 | $4,643+47.3% | $4,319+58.4% | $6,688+2.3% |
| Admin fee / account holder | $3,899 | $8,415-53.7% | $7,386-47.2% | $13,397-70.9% |