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 | $75,339 | $102,317-26.4% | $146,958-48.7% | $80,856-6.8% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.2%-9.6pp | 67.6%+5.0pp |
| Annual return | 9.52% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,149 | $3,713-42.1% | $4,933-56.4% | $2,755-22.0% |
| Participant deferral / active EE | $4,586 | $6,644-31.0% | $8,070-43.2% | $4,296+6.8% |
| Admin fee / account holder | $5,621 | $7,941-29.2% | $12,998-56.8% | $6,918-18.7% |