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 | $26,853 | $88,751-69.7% | $81,812-67.2% | $145,922-81.6% |
| Participation rate | 90.5% | 75.0%+15.4pp | 72.3%+18.1pp | 80.3%+10.2pp |
| Annual return | 9.09% | 1025.40%-1016.3pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $4,720 | $3,083+53.1% | $2,912+62.1% | $4,660+1.3% |
| Participant deferral / active EE | $2,987 | $4,643-35.7% | $4,319-30.8% | $6,688-55.3% |
| Admin fee / account holder | $3,698 | $8,415-56.1% | $7,386-49.9% | $13,397-72.4% |