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 | $160,545 | $209,411-23.3% | $178,490-10.1% | $158,922+1.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.65% | 188.75%-185.1pp | 151.07%-147.4pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,015 | $5,706-64.7% | $5,011-59.8% | $4,761-57.7% |
| Participant deferral / active EE | $3,410 | $5,954-42.7% | $5,202-34.4% | $5,982-43.0% |
| Admin fee / account holder | $6,394 | $17,074-62.6% | $13,984-54.3% | $11,246-43.1% |