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 | $91,316 | $83,337+9.6% | $67,834+34.6% | $273,961-66.7% |
| Participation rate | 80.0% | 76.4%+3.6pp | 68.8%+11.2pp | 83.0%-3.0pp |
| Annual return | 0.23% | 259.45%-259.2pp | 138.47%-138.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $2,585 | $3,287-21.4% | $2,403+7.6% | $4,869-46.9% |
| Participant deferral / active EE | $8,470 | $4,088+107.2% | $3,160+168.1% | $5,287+60.2% |
| Admin fee / account holder | $3,702 | $6,752-45.2% | $4,622-19.9% | $10,132-63.5% |