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 | $81,001 | $102,317-20.8% | $146,958-44.9% | $80,856+0.2% |
| Participation rate | 84.4% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 11.37% | 134.76%-123.4pp | 418.34%-407.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,071 | $3,713+36.6% | $4,933+2.8% | $2,755+84.1% |
| Participant deferral / active EE | $9,499 | $6,644+43.0% | $8,070+17.7% | $4,296+121.1% |
| Admin fee / account holder | $14,494 | $7,941+82.5% | $12,998+11.5% | $6,918+109.5% |