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 | $149,830 | $107,934+38.8% | $91,989+62.9% | $152,861-2.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 13.15% | 89.24%-76.1pp | 69.02%-55.9pp | 345.32%-332.2pp |
| Employer contribution / active EE | $3,595 | $4,210-14.6% | $3,452+4.2% | $4,762-24.5% |
| Participant deferral / active EE | $8,448 | $6,364+32.7% | $5,923+42.6% | $5,850+44.4% |
| Admin fee / account holder | $1,578 | $10,520-85.0% | $7,743-79.6% | $11,596-86.4% |