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 | $36,577 | $105,998-65.5% | $92,233-60.3% | $147,584-75.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 4.32% | 50.05%-45.7pp | 176.28%-172.0pp | 578.55%-574.2pp |
| Employer contribution / active EE | $1,970 | $4,333-54.5% | $3,679-46.5% | $4,876-59.6% |
| Participant deferral / active EE | $5,247 | $4,478+17.2% | $3,897+34.6% | $5,439-3.5% |
| Admin fee / account holder | $5,869 | $6,332-7.3% | $5,194+13.0% | $10,885-46.1% |