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 | $98,360 | $209,411-53.0% | $178,490-44.9% | $158,922-38.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.98% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,302 | $5,706-59.7% | $5,011-54.1% | $4,761-51.6% |
| Participant deferral / active EE | $4,156 | $5,954-30.2% | $5,202-20.1% | $5,982-30.5% |
| Admin fee / account holder | $1,402 | $17,074-91.8% | $13,984-90.0% | $11,246-87.5% |