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 | $80,647 | $65,409+23.3% | $98,442-18.1% | $85,850-6.1% |
| Participation rate | 93.8% | 65.0%+28.8pp | 73.3%+20.4pp | 69.3%+24.4pp |
| Annual return | 11.50% | 21.76%-10.3pp | 1492.73%-1481.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,437 | $2,168-33.7% | $2,960-51.4% | $2,565-44.0% |
| Participant deferral / active EE | $4,614 | $3,166+45.7% | $4,276+7.9% | $3,952+16.8% |
| Admin fee / account holder | $3,594 | $4,593-21.8% | $5,949-39.6% | $6,260-42.6% |