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 | $147,504 | $106,890+38.0% | $84,015+75.6% | $152,861-3.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.57% | 104.99%-97.4pp | 71.31%-63.7pp | 345.32%-337.7pp |
| Employer contribution / active EE | $3,692 | $2,734+35.0% | $1,983+86.2% | $4,762-22.5% |
| Participant deferral / active EE | $2,911 | $4,011-27.4% | $3,239-10.1% | $5,850-50.2% |
| Admin fee / account holder | $339 | $8,285-95.9% | $6,101-94.4% | $11,596-97.1% |