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 | $95,522 | $74,888+27.6% | $71,209+34.1% | $142,382-32.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.75% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $2,615 | $2,854-8.4% | $2,721-3.9% | $4,299-39.2% |
| Participant deferral / active EE | $3,138 | $4,454-29.5% | $4,175-24.8% | $6,507-51.8% |
| Admin fee / account holder | $1,751 | $5,568-68.5% | $5,349-67.3% | $12,624-86.1% |