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 | $84,914 | $88,751-4.3% | $81,812+3.8% | $145,922-41.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 8.46% | 1025.40%-1016.9pp | 773.79%-765.3pp | 561.29%-552.8pp |
| Employer contribution / active EE | $4,210 | $3,083+36.5% | $2,912+44.5% | $4,660-9.7% |
| Participant deferral / active EE | $6,504 | $4,643+40.1% | $4,319+50.6% | $6,688-2.7% |
| Admin fee / account holder | $11,499 | $8,415+36.6% | $7,386+55.7% | $13,397-14.2% |