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 | $71,501 | $157,256-54.5% | $141,162-49.3% | $152,861-53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.25% | 64.32%-52.1pp | 71.39%-59.1pp | 345.32%-333.1pp |
| Employer contribution / active EE | $4,763 | $5,261-9.5% | $4,735+0.6% | $4,7620% |
| Participant deferral / active EE | $9,441 | $7,109+32.8% | $6,709+40.7% | $5,850+61.4% |
| Admin fee / account holder | $894 | $12,120-92.6% | $10,261-91.3% | $11,596-92.3% |