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 | $76,638 | $158,398-51.6% | $126,539-39.4% | $142,382-46.2% |
| Participation rate | 95.7% | 75.8%+19.8pp | 69.8%+25.8pp | 80.1%+15.5pp |
| Annual return | 9.68% | 593.76%-584.1pp | 425.95%-416.3pp | 217.08%-207.4pp |
| Employer contribution / active EE | $4,208 | $4,650-9.5% | $3,674+14.5% | $4,299-2.1% |
| Participant deferral / active EE | $5,788 | $4,767+21.4% | $4,083+41.8% | $6,507-11.1% |
| Admin fee / account holder | $609 | $6,918-91.2% | $6,065-90.0% | $12,624-95.2% |