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 | $72,077 | $104,907-31.3% | $84,611-14.8% | $152,861-52.8% |
| Participation rate | 91.7% | 74.8%+16.8pp | 68.2%+23.4pp | 82.4%+9.2pp |
| Annual return | 3.70% | 373.79%-370.1pp | 258.74%-255.0pp | 345.32%-341.6pp |
| Employer contribution / active EE | $2,893 | $3,302-12.4% | $2,652+9.1% | $4,762-39.3% |
| Participant deferral / active EE | $3,817 | $4,688-18.6% | $3,899-2.1% | $5,850-34.8% |
| Admin fee / account holder | $1,396 | $6,241-77.6% | $4,912-71.6% | $11,596-88.0% |