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 | $90,090 | $118,680-24.1% | $98,907-8.9% | $158,922-43.3% |
| Participation rate | 91.7% | 77.8%+13.8pp | 76.0%+15.6pp | 82.0%+9.7pp |
| Annual return | 4.61% | 372.35%-367.7pp | 196.43%-191.8pp | 302.83%-298.2pp |
| Employer contribution / active EE | $5,142 | $3,333+54.3% | $2,689+91.2% | $4,761+8.0% |
| Participant deferral / active EE | $4,391 | $5,088-13.7% | $4,244+3.5% | $5,982-26.6% |
| Admin fee / account holder | $1,867 | $10,131-81.6% | $6,642-71.9% | $11,246-83.4% |