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 | $74,858 | $102,317-26.8% | $146,958-49.1% | $80,856-7.4% |
| Participation rate | 84.1% | 75.8%+8.3pp | 82.2%+1.9pp | 67.6%+16.5pp |
| Annual return | 10.91% | 134.76%-123.9pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $7,697 | $3,713+107.3% | $4,933+56.0% | $2,755+179.4% |
| Participant deferral / active EE | $6,991 | $6,644+5.2% | $8,070-13.4% | $4,296+62.7% |
| Admin fee / account holder | $8,666 | $7,941+9.1% | $12,998-33.3% | $6,918+25.3% |