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 | $73,077 | $202,318-63.9% | $172,739-57.7% | $152,861-52.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 10.31% | 1029.65%-1019.3pp | 802.84%-792.5pp | 345.32%-335.0pp |
| Employer contribution / active EE | $5,160 | $5,856-11.9% | $5,143+0.3% | $4,762+8.4% |
| Participant deferral / active EE | $3,269 | $5,948-45.0% | $5,198-37.1% | $5,850-44.1% |
| Admin fee / account holder | $1,292 | $17,109-92.5% | $13,954-90.7% | $11,596-88.9% |