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 | $62,236 | $209,411-70.3% | $178,490-65.1% | $158,922-60.8% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | -1.12% | 188.75%-189.9pp | 151.07%-152.2pp | 302.83%-303.9pp |
| Employer contribution / active EE | $2,225 | $5,706-61.0% | $5,011-55.6% | $4,761-53.3% |
| Participant deferral / active EE | $7,710 | $5,954+29.5% | $5,202+48.2% | $5,982+28.9% |
| Admin fee / account holder | $15,651 | $17,074-8.3% | $13,984+11.9% | $11,246+39.2% |