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 | $86,852 | $106,890-18.7% | $84,015+3.4% | $152,861-43.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 1.17% | 104.99%-103.8pp | 71.31%-70.1pp | 345.32%-344.1pp |
| Employer contribution / active EE | $2,125 | $2,734-22.3% | $1,983+7.1% | $4,762-55.4% |
| Participant deferral / active EE | $2,604 | $4,011-35.1% | $3,239-19.6% | $5,850-55.5% |
| Admin fee / account holder | $7,549 | $8,285-8.9% | $6,101+23.7% | $11,596-34.9% |