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 | $91,433 | $85,202+7.3% | $172,739-47.1% | $72,985+25.3% |
| Participation rate | 89.3% | 70.1%+19.2pp | 82.6%+6.6pp | 69.5%+19.8pp |
| Annual return | 14.47% | 27.32%-12.8pp | 802.84%-788.4pp | 81.00%-66.5pp |
| Employer contribution / active EE | $1,169 | $3,324-64.8% | $5,143-77.3% | $2,440-52.1% |
| Participant deferral / active EE | $7,348 | $3,260+125.4% | $5,198+41.4% | $3,607+103.7% |
| Admin fee / account holder | $11,668 | $5,884+98.3% | $13,954-16.4% | $5,124+127.7% |