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 | $57,206 | $60,124-4.9% | $90,404-36.7% | $79,858-28.4% |
| Participation rate | 72.0% | 65.0%+7.0pp | 72.7%-0.7pp | 69.6%+2.4pp |
| Annual return | 4.61% | 71.94%-67.3pp | 1293.02%-1288.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,771 | $2,068-14.4% | $3,262-45.7% | $2,471-28.3% |
| Participant deferral / active EE | $3,395 | $2,938+15.5% | $3,963-14.3% | $3,740-9.2% |
| Admin fee / account holder | $10,006 | $3,976+151.6% | $5,611+78.3% | $5,306+88.6% |