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 | $90,010 | $91,538-1.7% | $129,995-30.8% | $75,163+19.8% |
| Participation rate | 85.0% | 71.4%+13.6pp | 78.5%+6.5pp | 67.2%+17.8pp |
| Annual return | 12.76% | -631.11%+643.9pp | -137.18%+149.9pp | 160.62%-147.9pp |
| Employer contribution / active EE | $2,020 | $2,845-29.0% | $4,320-53.2% | $2,670-24.3% |
| Participant deferral / active EE | $7,205 | $4,341+66.0% | $5,820+23.8% | $4,125+74.7% |
| Admin fee / account holder | $15,013 | $6,790+121.1% | $10,614+41.4% | $5,651+165.7% |