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 | $85,719 | $91,552-6.4% | $133,956-36.0% | $79,858+7.3% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 3.66% | 61.85%-58.2pp | 45.09%-41.4pp | 31.71%-28.1pp |
| Employer contribution / active EE | $3,863 | $2,384+62.1% | $3,919-1.4% | $2,471+56.3% |
| Participant deferral / active EE | $3,192 | $3,733-14.5% | $5,048-36.8% | $3,740-14.7% |
| Admin fee / account holder | $2,236 | $6,321-64.6% | $8,927-75.0% | $5,306-57.9% |