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 | $60,119 | $83,902-28.3% | $167,512-64.1% | $84,808-29.1% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.1%-5.1pp | 68.3%+3.7pp |
| Annual return | 10.54% | 91.55%-81.0pp | 1615.79%-1605.3pp | 40.90%-30.4pp |
| Employer contribution / active EE | $604 | $2,264-73.3% | $3,882-84.5% | $2,631-77.1% |
| Participant deferral / active EE | $3,246 | $4,442-26.9% | $6,405-49.3% | $4,212-22.9% |
| Admin fee / account holder | $708 | $7,915-91.1% | $9,769-92.8% | $7,344-90.4% |