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 | $105,985 | $107,334-1.3% | $92,893+14.1% | $152,861-30.7% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.4%-5.2pp |
| Annual return | 6.76% | 145.58%-138.8pp | 109.41%-102.7pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,114 | $4,221-73.6% | $3,653-69.5% | $4,762-76.6% |
| Participant deferral / active EE | $1,619 | $4,845-66.6% | $4,236-61.8% | $5,850-72.3% |
| Admin fee / account holder | $15,253 | $7,079+115.5% | $5,794+163.3% | $11,596+31.5% |