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 | $65,495 | $60,124+8.9% | $90,404-27.6% | $79,858-18.0% |
| Participation rate | 76.9% | 65.0%+11.9pp | 72.7%+4.2pp | 69.6%+7.3pp |
| Annual return | 4.41% | 71.94%-67.5pp | 1293.02%-1288.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $1,305 | $2,068-36.9% | $3,262-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $2,339 | $2,938-20.4% | $3,963-41.0% | $3,740-37.5% |
| Admin fee / account holder | $2,381 | $3,976-40.1% | $5,611-57.6% | $5,306-55.1% |