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 | $84,637 | $74,888+13.0% | $71,209+18.9% | $142,382-40.6% |
| Participation rate | 90.5% | 76.2%+14.3pp | 73.8%+16.7pp | 80.1%+10.4pp |
| Annual return | 12.38% | 345.14%-332.8pp | 282.51%-270.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,593 | $2,854-9.2% | $2,721-4.7% | $4,299-39.7% |
| Participant deferral / active EE | $2,764 | $4,454-37.9% | $4,175-33.8% | $6,507-57.5% |
| Admin fee / account holder | $1,331 | $5,568-76.1% | $5,349-75.1% | $12,624-89.5% |