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 | $111,681 | $97,757+14.2% | $83,848+33.2% | $135,375-17.5% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -31.52% | 1287.37%-1318.9pp | 850.88%-882.4pp | 519.73%-551.3pp |
| Employer contribution / active EE | $1,227 | $4,222-70.9% | $3,631-66.2% | $4,779-74.3% |
| Participant deferral / active EE | $9,950 | $4,682+112.5% | $4,082+143.8% | $5,609+77.4% |
| Admin fee / account holder | $2,958 | $6,674-55.7% | $5,478-46.0% | $10,827-72.7% |