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 | $130,364 | $88,751+46.9% | $81,812+59.3% | $145,922-10.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 8.29% | 1025.40%-1017.1pp | 773.79%-765.5pp | 561.29%-553.0pp |
| Employer contribution / active EE | $2,844 | $3,083-7.7% | $2,912-2.3% | $4,660-39.0% |
| Participant deferral / active EE | $5,809 | $4,643+25.1% | $4,319+34.5% | $6,688-13.1% |
| Admin fee / account holder | $355 | $8,415-95.8% | $7,386-95.2% | $13,397-97.3% |