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 | $141,719 | $100,773+40.6% | $88,946+59.3% | $142,382-0.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 3.54% | 70.18%-66.6pp | 57.82%-54.3pp | 217.08%-213.5pp |
| Employer contribution / active EE | $3,436 | $2,918+17.8% | $2,555+34.5% | $4,299-20.1% |
| Participant deferral / active EE | $13,215 | $5,230+152.7% | $4,581+188.5% | $6,507+103.1% |
| Admin fee / account holder | $3,333 | $9,693-65.6% | $8,261-59.6% | $12,624-73.6% |