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 | $78,748 | $102,317-23.0% | $146,958-46.4% | $80,856-2.6% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 8.94% | 134.76%-125.8pp | 418.34%-409.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $4,023 | $3,713+8.4% | $4,933-18.4% | $2,755+46.0% |
| Participant deferral / active EE | $8,374 | $6,644+26.0% | $8,070+3.8% | $4,296+94.9% |
| Admin fee / account holder | $47,065 | $7,941+492.7% | $12,998+262.1% | $6,918+580.3% |