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 | $63,597 | $74,888-15.1% | $71,209-10.7% | $142,382-55.3% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 5.77% | 345.14%-339.4pp | 282.51%-276.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $11,922 | $2,854+317.7% | $2,721+338.1% | $4,299+177.3% |
| Participant deferral / active EE | $3,324 | $4,454-25.4% | $4,175-20.4% | $6,507-48.9% |
| Admin fee / account holder | $7,017 | $5,568+26.0% | $5,349+31.2% | $12,624-44.4% |