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 | $99,531 | $111,724-10.9% | $93,606+6.3% | $145,922-31.8% |
| Participation rate | 78.9% | 74.2%+4.7pp | 68.7%+10.2pp | 80.3%-1.3pp |
| Annual return | 4.73% | 202.98%-198.2pp | 133.20%-128.5pp | 561.29%-556.6pp |
| Employer contribution / active EE | $1,219 | $3,090-60.5% | $2,420-49.6% | $4,660-73.8% |
| Participant deferral / active EE | $5,110 | $4,912+4.0% | $4,411+15.8% | $6,688-23.6% |
| Admin fee / account holder | $3,453 | $10,250-66.3% | $8,285-58.3% | $13,397-74.2% |