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 | $74,460 | $150,440-50.5% | $136,294-45.4% | $147,584-49.5% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 6.66% | 1049.08%-1042.4pp | 5155.94%-5149.3pp | 578.55%-571.9pp |
| Employer contribution / active EE | $2,303 | $5,256-56.2% | $4,695-51.0% | $4,876-52.8% |
| Participant deferral / active EE | $6,659 | $6,630+0.4% | $6,247+6.6% | $5,439+22.4% |
| Admin fee / account holder | $72,687 | $10,905+566.5% | $9,243+686.4% | $10,885+567.8% |