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 | $149,920 | $107,334+39.7% | $92,893+61.4% | $152,861-1.9% |
| Participation rate | 91.3% | 79.8%+11.5pp | 76.0%+15.3pp | 82.4%+8.9pp |
| Annual return | 2.16% | 145.58%-143.4pp | 109.41%-107.2pp | 345.32%-343.2pp |
| Employer contribution / active EE | $1,240 | $4,221-70.6% | $3,653-66.1% | $4,762-74.0% |
| Participant deferral / active EE | $3,748 | $4,845-22.6% | $4,236-11.5% | $5,850-35.9% |
| Admin fee / account holder | $502 | $7,079-92.9% | $5,794-91.3% | $11,596-95.7% |