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 | $129,966 | $61,774+110.4% | $97,226+33.7% | $80,856+60.7% |
| Participation rate | 96.0% | 63.5%+32.5pp | 72.7%+23.3pp | 67.6%+28.4pp |
| Annual return | 9.59% | -557.90%+567.5pp | 75.13%-65.5pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,347 | $1,837+82.2% | $2,729+22.6% | $2,755+21.5% |
| Participant deferral / active EE | $9,164 | $3,029+202.6% | $4,264+114.9% | $4,296+113.3% |
| Admin fee / account holder | $8,813 | $5,166+70.6% | $5,654+55.9% | $6,918+27.4% |