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 | $105,601 | $102,317+3.2% | $146,958-28.1% | $80,856+30.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.2%+9.8pp | 67.6%+24.4pp |
| Annual return | 9.53% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $3,376 | $3,713-9.1% | $4,933-31.6% | $2,755+22.5% |
| Participant deferral / active EE | $7,004 | $6,644+5.4% | $8,070-13.2% | $4,296+63.0% |
| Admin fee / account holder | $4,475 | $7,941-43.7% | $12,998-65.6% | $6,918-35.3% |