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 | $19,180 | $189,613-89.9% | $167,512-88.5% | $142,382-86.5% |
| Participation rate | 95.7% | 80.1%+15.5pp | 77.1%+18.6pp | 80.1%+15.5pp |
| Annual return | 9.19% | 2024.68%-2015.5pp | 1615.79%-1606.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,178 | $4,349-49.9% | $3,882-43.9% | $4,299-49.3% |
| Participant deferral / active EE | $1,478 | $6,981-78.8% | $6,405-76.9% | $6,507-77.3% |
| Admin fee / account holder | $2,017 | $10,528-80.8% | $9,769-79.4% | $12,624-84.0% |