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 | $89,336 | $176,056-49.3% | $159,436-44.0% | $167,490-46.7% |
| Participation rate | 73.3% | 84.9%-11.6pp | 82.8%-9.5pp | 82.1%-8.8pp |
| Annual return | 6.51% | 331.75%-325.2pp | 263.57%-257.1pp | 478.56%-472.0pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $11,853 | $7,750+52.9% | $7,352+61.2% | $6,341+86.9% |
| Admin fee / account holder | $14,689 | $12,554+17.0% | $10,799+36.0% | $12,309+19.3% |