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 | $112,923 | $89,355+26.4% | $141,162-20.0% | $72,985+54.7% |
| Participation rate | 95.7% | 75.1%+20.6pp | 82.5%+13.3pp | 69.5%+26.3pp |
| Annual return | -0.51% | 111.85%-112.4pp | 71.39%-71.9pp | 81.00%-81.5pp |
| Employer contribution / active EE | $1,665 | $3,114-46.5% | $4,735-64.8% | $2,440-31.8% |
| Participant deferral / active EE | $3,835 | $5,418-29.2% | $6,709-42.8% | $3,607+6.3% |
| Admin fee / account holder | $2,364 | $5,958-60.3% | $10,261-77.0% | $5,124-53.9% |