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 | $94,954 | $157,256-39.6% | $141,162-32.7% | $152,861-37.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.44% | 64.32%-51.9pp | 71.39%-58.9pp | 345.32%-332.9pp |
| Employer contribution / active EE | $3,338 | $5,261-36.6% | $4,735-29.5% | $4,762-29.9% |
| Participant deferral / active EE | $9,258 | $7,109+30.2% | $6,709+38.0% | $5,850+58.2% |
| Admin fee / account holder | $13,501 | $12,120+11.4% | $10,261+31.6% | $11,596+16.4% |