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 | $126,545 | $77,314+63.7% | $177,989-28.9% | $80,856+56.5% |
| Participation rate | 88.9% | 65.7%+23.2pp | 77.1%+11.8pp | 67.6%+21.3pp |
| Annual return | 10.43% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $8,778 | $2,292+283.0% | $3,949+122.3% | $2,755+218.6% |
| Participant deferral / active EE | $3,048 | $4,411-30.9% | $6,276-51.4% | $4,296-29.0% |
| Admin fee / account holder | $4,940 | $7,191-31.3% | $10,363-52.3% | $6,918-28.6% |