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 | $118,007 | $99,652+18.4% | $78,778+49.8% | $147,584-20.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 1.79% | 47.28%-45.5pp | 35.62%-33.8pp | 578.55%-576.8pp |
| Employer contribution / active EE | $8,894 | $2,796+218.1% | $1,986+347.9% | $4,876+82.4% |
| Participant deferral / active EE | $8,510 | $3,664+132.3% | $2,958+187.7% | $5,439+56.5% |
| Admin fee / account holder | $809 | $7,155-88.7% | $5,134-84.2% | $10,885-92.6% |