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 | $83,849 | $85,202-1.6% | $172,739-51.5% | $72,985+14.9% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.9pp | 69.5%+28.0pp |
| Annual return | 15.63% | 27.32%-11.7pp | 802.84%-787.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $1,833 | $3,324-44.9% | $5,143-64.4% | $2,440-24.9% |
| Participant deferral / active EE | $3,591 | $3,260+10.2% | $5,198-30.9% | $3,607-0.4% |
| Admin fee / account holder | $12,944 | $5,884+120.0% | $13,954-7.2% | $5,124+152.6% |