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 | $30,831 | $111,724-72.4% | $93,606-67.1% | $145,922-78.9% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 7.36% | 202.98%-195.6pp | 133.20%-125.8pp | 561.29%-553.9pp |
| Employer contribution / active EE | $3,283 | $3,090+6.3% | $2,420+35.7% | $4,660-29.5% |
| Participant deferral / active EE | $7,436 | $4,912+51.4% | $4,411+68.6% | $6,688+11.2% |
| Admin fee / account holder | $10,981 | $10,250+7.1% | $8,285+32.5% | $13,397-18.0% |