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 5-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 | $75,992 | $88,751-14.4% | $81,812-7.1% | $145,922-47.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.48% | 1025.40%-1018.9pp | 773.79%-767.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $4,354 | $3,083+41.2% | $2,912+49.5% | $4,660-6.6% |
| Participant deferral / active EE | $9,669 | $4,643+108.2% | $4,319+123.9% | $6,688+44.6% |
| Admin fee / account holder | $3,617 | $8,415-57.0% | $7,386-51.0% | $13,397-73.0% |