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 | $43,292 | $102,317-57.7% | $146,958-70.5% | $80,856-46.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 9.36% | 134.76%-125.4pp | 418.34%-409.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $2,160 | $3,713-41.8% | $4,933-56.2% | $2,755-21.6% |
| Participant deferral / active EE | $5,708 | $6,644-14.1% | $8,070-29.3% | $4,296+32.9% |
| Admin fee / account holder | $5,656 | $7,941-28.8% | $12,998-56.5% | $6,918-18.2% |