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 | $126,712 | $133,922-5.4% | $116,228+9.0% | $142,382-11.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 5.21% | 147.76%-142.6pp | 90.06%-84.9pp | 217.08%-211.9pp |
| Employer contribution / active EE | $4,791 | $3,446+39.1% | $2,994+60.0% | $4,299+11.4% |
| Participant deferral / active EE | $4,391 | $5,672-22.6% | $4,953-11.4% | $6,507-32.5% |
| Admin fee / account holder | $56,219 | $14,945+276.2% | $11,989+368.9% | $12,624+345.3% |