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 | $124,556 | $88,751+40.3% | $81,812+52.2% | $145,922-14.6% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 8.17% | 1025.40%-1017.2pp | 773.79%-765.6pp | 561.29%-553.1pp |
| Employer contribution / active EE | $935 | $3,083-69.7% | $2,912-67.9% | $4,660-79.9% |
| Participant deferral / active EE | $6,791 | $4,643+46.3% | $4,319+57.3% | $6,688+1.5% |
| Admin fee / account holder | $585 | $8,415-93.0% | $7,386-92.1% | $13,397-95.6% |