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 | $30,029 | $88,751-66.2% | $81,812-63.3% | $145,922-79.4% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 4.78% | 1025.40%-1020.6pp | 773.79%-769.0pp | 561.29%-556.5pp |
| Employer contribution / active EE | $2,804 | $3,083-9.1% | $2,912-3.7% | $4,660-39.8% |
| Participant deferral / active EE | $4,993 | $4,643+7.5% | $4,319+15.6% | $6,688-25.3% |
| Admin fee / account holder | $11,434 | $8,415+35.9% | $7,386+54.8% | $13,397-14.7% |