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 | $102,135 | $77,314+32.1% | $177,989-42.6% | $80,856+26.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 10.27% | 18.09%-7.8pp | 294.48%-284.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $4,235 | $2,292+84.7% | $3,949+7.2% | $2,755+53.7% |
| Participant deferral / active EE | $2,975 | $4,411-32.5% | $6,276-52.6% | $4,296-30.7% |
| Admin fee / account holder | $3,434 | $7,191-52.2% | $10,363-66.9% | $6,918-50.4% |