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 | $95,073 | $108,919-12.7% | $100,391-5.3% | $145,922-34.8% |
| Participation rate | 95.0% | 82.9%+12.1pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 7.26% | 57.88%-50.6pp | 49.20%-41.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $7,671 | $4,419+73.6% | $3,942+94.6% | $4,660+64.6% |
| Participant deferral / active EE | $6,716 | $8,445-20.5% | $8,082-16.9% | $6,688+0.4% |
| Admin fee / account holder | $389 | $9,689-96.0% | $7,899-95.1% | $13,397-97.1% |