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 | $63,739 | $70,587-9.7% | $124,672-48.9% | $85,850-25.8% |
| Participation rate | 96.2% | 64.4%+31.7pp | 74.6%+21.5pp | 69.3%+26.8pp |
| Annual return | 10.05% | 20688.83%-20678.8pp | 5142.93%-5132.9pp | 318.53%-308.5pp |
| Employer contribution / active EE | $3,530 | $1,913+84.5% | $3,324+6.2% | $2,565+37.6% |
| Participant deferral / active EE | $6,182 | $2,969+108.3% | $4,614+34.0% | $3,952+56.4% |
| Admin fee / account holder | $2,051 | $5,282-61.2% | $7,493-72.6% | $6,260-67.2% |