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 | $128,111 | $210,648-39.2% | $177,989-28.0% | $145,922-12.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.96% | 385.86%-380.9pp | 294.48%-289.5pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,204 | $4,565-51.7% | $3,949-44.2% | $4,660-52.7% |
| Participant deferral / active EE | $5,451 | $6,958-21.7% | $6,276-13.2% | $6,688-18.5% |
| Admin fee / account holder | $7,373 | $12,013-38.6% | $10,363-28.9% | $13,397-45.0% |