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 | $117,254 | $129,217-9.3% | $93,406+25.5% | $158,922-26.2% |
| Participation rate | 86.7% | 71.0%+15.7pp | 66.8%+19.9pp | 82.0%+4.7pp |
| Annual return | 3.16% | 118.21%-115.1pp | 78.05%-74.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $2,940 | $2,711+8.4% | $2,075+41.7% | $4,761-38.3% |
| Participant deferral / active EE | $5,879 | $3,909+50.4% | $3,126+88.1% | $5,982-1.7% |
| Admin fee / account holder | $823 | $7,383-88.8% | $5,230-84.3% | $11,246-92.7% |