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 | $96,994 | $159,901-39.3% | $146,958-34.0% | $145,922-33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.01% | 98.13%-91.1pp | 418.34%-411.3pp | 561.29%-554.3pp |
| Employer contribution / active EE | $3,446 | $5,286-34.8% | $4,933-30.1% | $4,660-26.0% |
| Participant deferral / active EE | $6,305 | $8,428-25.2% | $8,070-21.9% | $6,688-5.7% |
| Admin fee / account holder | $3,168 | $15,044-78.9% | $12,998-75.6% | $13,397-76.4% |