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 | $96,639 | $74,888+29.0% | $71,209+35.7% | $142,382-32.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 9.60% | 345.14%-335.5pp | 282.51%-272.9pp | 217.08%-207.5pp |
| Employer contribution / active EE | $925 | $2,854-67.6% | $2,721-66.0% | $4,299-78.5% |
| Participant deferral / active EE | $4,388 | $4,454-1.5% | $4,175+5.1% | $6,507-32.6% |
| Admin fee / account holder | $115,837 | $5,568+1980.3% | $5,349+2065.7% | $12,624+817.6% |