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 | $89,504 | $109,817-18.5% | $98,442-9.1% | $167,490-46.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 4.01% | 1956.69%-1952.7pp | 1492.73%-1488.7pp | 478.56%-474.5pp |
| Employer contribution / active EE | $1,051 | $3,224-67.4% | $2,960-64.5% | $4,837-78.3% |
| Participant deferral / active EE | $5,727 | $4,673+22.6% | $4,276+33.9% | $6,341-9.7% |
| Admin fee / account holder | $515 | $6,753-92.4% | $5,949-91.3% | $12,309-95.8% |