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 | $107,452 | $74,888+43.5% | $71,209+50.9% | $142,382-24.5% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 11.98% | 345.14%-333.2pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $1,381 | $2,854-51.6% | $2,721-49.3% | $4,299-67.9% |
| Participant deferral / active EE | $3,451 | $4,454-22.5% | $4,175-17.4% | $6,507-47.0% |
| Admin fee / account holder | $11,518 | $5,568+106.9% | $5,349+115.3% | $12,624-8.8% |