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 | $97,450 | $83,902+16.1% | $167,512-41.8% | $84,808+14.9% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 12.12% | 91.55%-79.4pp | 1615.79%-1603.7pp | 40.90%-28.8pp |
| Employer contribution / active EE | $641 | $2,264-71.7% | $3,882-83.5% | $2,631-75.7% |
| Participant deferral / active EE | $4,860 | $4,442+9.4% | $6,405-24.1% | $4,212+15.4% |
| Admin fee / account holder | $65,172 | $7,915+723.4% | $9,769+567.1% | $7,344+787.4% |