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 | $80,156 | $100,773-20.5% | $88,946-9.9% | $142,382-43.7% |
| Participation rate | 71.4% | 74.3%-2.9pp | 68.8%+2.6pp | 80.1%-8.7pp |
| Annual return | 7.16% | 70.18%-63.0pp | 57.82%-50.7pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,762 | $2,918-39.6% | $2,555-31.0% | $4,299-59.0% |
| Participant deferral / active EE | $9,681 | $5,230+85.1% | $4,581+111.3% | $6,507+48.8% |
| Admin fee / account holder | $90,381 | $9,693+832.4% | $8,261+994.1% | $12,624+616.0% |