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 | $86,395 | $159,901-46.0% | $146,958-41.2% | $145,922-40.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.01% | 98.13%-90.1pp | 418.34%-410.3pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,202 | $5,286-58.3% | $4,933-55.4% | $4,660-52.7% |
| Participant deferral / active EE | $3,082 | $8,428-63.4% | $8,070-61.8% | $6,688-53.9% |
| Admin fee / account holder | $18,239 | $15,044+21.2% | $12,998+40.3% | $13,397+36.1% |