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 | $65,553 | $70,587-7.1% | $124,672-47.4% | $85,850-23.6% |
| Participation rate | 96.6% | 64.4%+32.1pp | 74.6%+21.9pp | 69.3%+27.2pp |
| Annual return | 10.36% | 20688.83%-20678.5pp | 5142.93%-5132.6pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,266 | $1,913-33.9% | $3,324-61.9% | $2,565-50.7% |
| Participant deferral / active EE | $7,679 | $2,969+158.7% | $4,614+66.4% | $3,952+94.3% |
| Admin fee / account holder | $1,937 | $5,282-63.3% | $7,493-74.1% | $6,260-69.1% |