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 7-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 | $81,995 | $88,751-7.6% | $81,812+0.2% | $145,922-43.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 3.81% | 1025.40%-1021.6pp | 773.79%-770.0pp | 561.29%-557.5pp |
| Employer contribution / active EE | $16,376 | $3,083+431.1% | $2,912+462.3% | $4,660+251.4% |
| Participant deferral / active EE | $11,218 | $4,643+141.6% | $4,319+159.8% | $6,688+67.7% |
| Admin fee / account holder | $586 | $8,415-93.0% | $7,386-92.1% | $13,397-95.6% |