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 | $125,615 | $121,625+3.3% | $104,607+20.1% | $158,922-21.0% |
| Participation rate | 95.7% | 77.5%+18.1pp | 74.1%+21.6pp | 82.0%+13.7pp |
| Annual return | -1.84% | 465.26%-467.1pp | 340.46%-342.3pp | 302.83%-304.7pp |
| Employer contribution / active EE | $617 | $3,163-80.5% | $2,681-77.0% | $4,761-87.0% |
| Participant deferral / active EE | $3,483 | $4,177-16.6% | $3,740-6.9% | $5,982-41.8% |
| Admin fee / account holder | $7,413 | $7,787-4.8% | $6,473+14.5% | $11,246-34.1% |