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 | $30,919 | $202,318-84.7% | $172,739-82.1% | $152,861-79.8% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 8.62% | 1029.65%-1021.0pp | 802.84%-794.2pp | 345.32%-336.7pp |
| Employer contribution / active EE | $5,242 | $5,856-10.5% | $5,143+1.9% | $4,762+10.1% |
| Participant deferral / active EE | $2,843 | $5,948-52.2% | $5,198-45.3% | $5,850-51.4% |
| Admin fee / account holder | $476 | $17,109-97.2% | $13,954-96.6% | $11,596-95.9% |