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 | $64,183 | $115,770-44.6% | $101,248-36.6% | $158,922-59.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.73% | 56.14%-52.4pp | 46.47%-42.7pp | 302.83%-299.1pp |
| Employer contribution / active EE | $4,700 | $4,175+12.6% | $3,660+28.4% | $4,761-1.3% |
| Participant deferral / active EE | $7,299 | $4,957+47.2% | $4,370+67.0% | $5,982+22.0% |
| Admin fee / account holder | $1,825 | $7,245-74.8% | $5,945-69.3% | $11,246-83.8% |