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 | $113,378 | $89,355+26.9% | $141,162-19.7% | $72,985+55.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.64% | 111.85%-111.2pp | 71.39%-70.7pp | 81.00%-80.4pp |
| Employer contribution / active EE | $8,795 | $3,114+182.4% | $4,735+85.7% | $2,440+260.5% |
| Participant deferral / active EE | $4,131 | $5,418-23.8% | $6,709-38.4% | $3,607+14.5% |
| Admin fee / account holder | $1,335 | $5,958-77.6% | $10,261-87.0% | $5,124-73.9% |