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 | $90,672 | $105,181-13.8% | $159,436-43.1% | $85,850+5.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 9.56% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $6,022 | $3,318+81.5% | $4,829+24.7% | $2,565+134.8% |
| Participant deferral / active EE | $4,248 | $5,945-28.5% | $7,352-42.2% | $3,952+7.5% |
| Admin fee / account holder | $1,578 | $6,933-77.2% | $10,799-85.4% | $6,260-74.8% |