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 | $146,792 | $102,317+43.5% | $146,958-0.1% | $80,856+81.5% |
| Participation rate | 90.2% | 75.8%+14.4pp | 82.2%+8.0pp | 67.6%+22.6pp |
| Annual return | 10.95% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,623 | $3,713-2.4% | $4,933-26.6% | $2,755+31.5% |
| Participant deferral / active EE | $8,669 | $6,644+30.5% | $8,070+7.4% | $4,296+101.8% |
| Admin fee / account holder | $5,094 | $7,941-35.9% | $12,998-60.8% | $6,918-26.4% |