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 | $160,378 | $183,963-12.8% | $162,163-1.1% | $152,861+4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 4.54% | 150.76%-146.2pp | 115.59%-111.1pp | 345.32%-340.8pp |
| Employer contribution / active EE | $1,849 | $6,371-71.0% | $5,614-67.1% | $4,762-61.2% |
| Participant deferral / active EE | $5,754 | $8,034-28.4% | $7,298-21.2% | $5,850-1.6% |
| Admin fee / account holder | $5,912 | $13,121-54.9% | $10,843-45.5% | $11,596-49.0% |