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 | $131,641 | $107,934+22.0% | $91,989+43.1% | $152,861-13.9% |
| Participation rate | 92.9% | 81.2%+11.7pp | 78.6%+14.2pp | 82.4%+10.4pp |
| Annual return | 4.81% | 89.24%-84.4pp | 69.02%-64.2pp | 345.32%-340.5pp |
| Employer contribution / active EE | $2,227 | $4,210-47.1% | $3,452-35.5% | $4,762-53.2% |
| Participant deferral / active EE | $4,618 | $6,364-27.4% | $5,923-22.0% | $5,850-21.1% |
| Admin fee / account holder | $1,634 | $10,520-84.5% | $7,743-78.9% | $11,596-85.9% |