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 | $172,591 | $168,632+2.3% | $147,614+16.9% | $125,391+37.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.31% | 77.65%-84.0pp | 61.98%-68.3pp | 282.22%-288.5pp |
| Employer contribution / active EE | $8,399 | $6,252+34.3% | $5,564+50.9% | $4,866+72.6% |
| Participant deferral / active EE | $10,165 | $5,507+84.6% | $4,895+107.7% | $5,352+90.0% |
| Admin fee / account holder | $6,547 | $13,580-51.8% | $11,611-43.6% | $9,540-31.4% |