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 | $55,193 | $72,400-23.8% | $67,502-18.2% | $145,922-62.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 5.10% | 7182.46%-7177.4pp | 3512.12%-3507.0pp | 561.29%-556.2pp |
| Employer contribution / active EE | $2,907 | $3,069-5.3% | $2,731+6.4% | $4,660-37.6% |
| Participant deferral / active EE | $6,987 | $4,783+46.1% | $4,000+74.7% | $6,688+4.5% |
| Admin fee / account holder | $701 | $5,539-87.3% | $3,998-82.5% | $13,397-94.8% |