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 | $103,492 | $91,538+13.1% | $129,995-20.4% | $75,163+37.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 10.81% | -631.11%+641.9pp | -137.18%+148.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $6,546 | $2,845+130.1% | $4,320+51.5% | $2,670+145.2% |
| Participant deferral / active EE | $5,764 | $4,341+32.8% | $5,820-1.0% | $4,125+39.7% |
| Admin fee / account holder | $1,746 | $6,790-74.3% | $10,614-83.5% | $5,651-69.1% |