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 | $74,317 | $148,534-50.0% | $135,903-45.3% | $139,434-46.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.48% | 79.19%-74.7pp | 68.23%-63.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $10,144 | $5,243+93.5% | $4,856+108.9% | $4,751+113.5% |
| Participant deferral / active EE | $6,485 | $8,100-19.9% | $7,758-16.4% | $6,710-3.4% |
| Admin fee / account holder | $225,155 | $12,400+1715.8% | $10,762+1992.1% | $11,403+1874.6% |