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 | $109,920 | $114,381-3.9% | $107,525+2.2% | $142,382-22.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 10.93% | 242.71%-231.8pp | 181.32%-170.4pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,775 | $4,015-30.9% | $3,754-26.1% | $4,299-35.5% |
| Participant deferral / active EE | $7,481 | $5,564+34.4% | $5,116+46.2% | $6,507+15.0% |
| Admin fee / account holder | $1,856 | $9,860-81.2% | $8,919-79.2% | $12,624-85.3% |