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 | $102,350 | $48,364+111.6% | $71,796+42.6% | $62,891+62.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 0.87% | 13.16%-12.3pp | 78.04%-77.2pp | 20.14%-19.3pp |
| Employer contribution / active EE | $1,628 | $1,042+56.3% | $1,924-15.4% | $2,281-28.6% |
| Participant deferral / active EE | $2,334 | $2,091+11.6% | $2,794-16.5% | $3,203-27.1% |
| Admin fee / account holder | $1,607 | $3,771-57.4% | $4,815-66.6% | $4,296-62.6% |