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 | $120,072 | $88,751+35.3% | $81,812+46.8% | $145,922-17.7% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.3%+23.3pp | 80.3%+15.4pp |
| Annual return | 8.73% | 1025.40%-1016.7pp | 773.79%-765.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,296 | $3,083+39.3% | $2,912+47.5% | $4,660-7.8% |
| Participant deferral / active EE | $1,941 | $4,643-58.2% | $4,319-55.1% | $6,688-71.0% |
| Admin fee / account holder | $3,645 | $8,415-56.7% | $7,386-50.6% | $13,397-72.8% |