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 | $71,889 | $65,409+9.9% | $98,442-27.0% | $85,850-16.3% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.3%+7.2pp | 69.3%+11.2pp |
| Annual return | 9.40% | 21.76%-12.4pp | 1492.73%-1483.3pp | 318.53%-309.1pp |
| Employer contribution / active EE | $3,374 | $2,168+55.7% | $2,960+14.0% | $2,565+31.6% |
| Participant deferral / active EE | $4,974 | $3,166+57.1% | $4,276+16.3% | $3,952+25.9% |
| Admin fee / account holder | $10,085 | $4,593+119.6% | $5,949+69.5% | $6,260+61.1% |