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 | $44,431 | $102,317-56.6% | $146,958-69.8% | $80,856-45.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 9.94% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,357 | $3,713-9.6% | $4,933-31.9% | $2,755+21.9% |
| Participant deferral / active EE | $3,148 | $6,644-52.6% | $8,070-61.0% | $4,296-26.7% |
| Admin fee / account holder | $8,815 | $7,941+11.0% | $12,998-32.2% | $6,918+27.4% |