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 | $98,526 | $112,096-12.1% | $95,952+2.7% | $158,922-38.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.03% | 171.09%-166.1pp | 91.61%-86.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,262 | $3,198-60.5% | $2,541-50.3% | $4,761-73.5% |
| Participant deferral / active EE | $9,770 | $4,784+104.2% | $4,167+134.5% | $5,982+63.3% |
| Admin fee / account holder | $1,127 | $10,130-88.9% | $6,795-83.4% | $11,246-90.0% |