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 | $46,799 | $202,318-76.9% | $172,739-72.9% | $152,861-69.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.62% | 1029.65%-1029.0pp | 802.84%-802.2pp | 345.32%-344.7pp |
| Employer contribution / active EE | $4,755 | $5,856-18.8% | $5,143-7.5% | $4,762-0.2% |
| Participant deferral / active EE | $9,138 | $5,948+53.6% | $5,198+75.8% | $5,850+56.2% |
| Admin fee / account holder | $2,182 | $17,109-87.2% | $13,954-84.4% | $11,596-81.2% |