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 | $85,230 | $209,411-59.3% | $178,490-52.2% | $158,922-46.4% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | -5.40% | 188.75%-194.1pp | 151.07%-156.5pp | 302.83%-308.2pp |
| Employer contribution / active EE | $7,279 | $5,706+27.6% | $5,011+45.3% | $4,761+52.9% |
| Participant deferral / active EE | $7,879 | $5,954+32.3% | $5,202+51.5% | $5,982+31.7% |
| Admin fee / account holder | $3,870 | $17,074-77.3% | $13,984-72.3% | $11,246-65.6% |