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 | $121,113 | $165,984-27.0% | $164,813-26.5% | $145,922-17.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.54% | 100.03%-92.5pp | 69.93%-62.4pp | 561.29%-553.7pp |
| Employer contribution / active EE | $10,875 | $5,273+106.2% | $4,341+150.5% | $4,660+133.4% |
| Participant deferral / active EE | $5,687 | $6,959-18.3% | $6,031-5.7% | $6,688-15.0% |
| Admin fee / account holder | $4,985 | $16,648-70.1% | $12,690-60.7% | $13,397-62.8% |