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 | $66,936 | $159,901-58.1% | $146,958-54.5% | $145,922-54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 98.13%-88.9pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,149 | $5,286-21.5% | $4,933-15.9% | $4,660-11.0% |
| Participant deferral / active EE | $7,100 | $8,428-15.8% | $8,070-12.0% | $6,688+6.2% |
| Admin fee / account holder | $966 | $15,044-93.6% | $12,998-92.6% | $13,397-92.8% |