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 | $32,292 | $70,587-54.3% | $124,672-74.1% | $85,850-62.4% |
| Participation rate | 86.0% | 64.4%+21.6pp | 74.6%+11.4pp | 69.3%+16.7pp |
| Annual return | 10.58% | 20688.83%-20678.3pp | 5142.93%-5132.4pp | 318.53%-308.0pp |
| Employer contribution / active EE | $1,682 | $1,913-12.1% | $3,324-49.4% | $2,565-34.4% |
| Participant deferral / active EE | $2,278 | $2,969-23.3% | $4,614-50.6% | $3,952-42.3% |
| Admin fee / account holder | $1,433 | $5,282-72.9% | $7,493-80.9% | $6,260-77.1% |