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 | $78,328 | $159,901-51.0% | $146,958-46.7% | $145,922-46.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 3.51% | 98.13%-94.6pp | 418.34%-414.8pp | 561.29%-557.8pp |
| Employer contribution / active EE | $3,100 | $5,286-41.4% | $4,933-37.2% | $4,660-33.5% |
| Participant deferral / active EE | $4,867 | $8,428-42.3% | $8,070-39.7% | $6,688-27.2% |
| Admin fee / account holder | $28,768 | $15,044+91.2% | $12,998+121.3% | $13,397+114.7% |