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 | $112,902 | $106,890+5.6% | $84,015+34.4% | $152,861-26.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 4.09% | 104.99%-100.9pp | 71.31%-67.2pp | 345.32%-341.2pp |
| Employer contribution / active EE | $2,779 | $2,734+1.6% | $1,983+40.1% | $4,762-41.7% |
| Participant deferral / active EE | $10,650 | $4,011+165.5% | $3,239+228.8% | $5,850+82.0% |
| Admin fee / account holder | $1,098 | $8,285-86.7% | $6,101-82.0% | $11,596-90.5% |