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 | $122,480 | $91,552+33.8% | $133,956-8.6% | $79,858+53.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -9.58% | 61.85%-71.4pp | 45.09%-54.7pp | 31.71%-41.3pp |
| Employer contribution / active EE | $2,789 | $2,384+17.0% | $3,919-28.8% | $2,471+12.9% |
| Participant deferral / active EE | $6,852 | $3,733+83.5% | $5,048+35.7% | $3,740+83.2% |
| Admin fee / account holder | $7,458 | $6,321+18.0% | $8,927-16.5% | $5,306+40.5% |