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 | $97,825 | $102,317-4.4% | $146,958-33.4% | $80,856+21.0% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 10.07% | 134.76%-124.7pp | 418.34%-408.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $6,345 | $3,713+70.9% | $4,933+28.6% | $2,755+130.3% |
| Participant deferral / active EE | $5,145 | $6,644-22.6% | $8,070-36.2% | $4,296+19.8% |
| Admin fee / account holder | $8,202 | $7,941+3.3% | $12,998-36.9% | $6,918+18.6% |