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 | $133,873 | $99,652+34.3% | $78,778+69.9% | $147,584-9.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 4.39% | 47.28%-42.9pp | 35.62%-31.2pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,251 | $2,796-55.3% | $1,986-37.0% | $4,876-74.4% |
| Participant deferral / active EE | $1,913 | $3,664-47.8% | $2,958-35.3% | $5,439-64.8% |
| Admin fee / account holder | $1,261 | $7,155-82.4% | $5,134-75.4% | $10,885-88.4% |