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 | $98,792 | $63,346+56.0% | $92,233+7.1% | $70,131+40.9% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 7.32% | 530.12%-522.8pp | 176.28%-169.0pp | 73.14%-65.8pp |
| Employer contribution / active EE | $1,551 | $2,471-37.3% | $3,679-57.9% | $2,342-33.8% |
| Participant deferral / active EE | $7,292 | $2,854+155.5% | $3,897+87.1% | $3,332+118.9% |
| Admin fee / account holder | $6,615 | $3,840+72.3% | $5,194+27.4% | $4,645+42.4% |