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 | $73,674 | $63,346+16.3% | $92,233-20.1% | $70,131+5.1% |
| Participation rate | 87.2% | 68.7%+18.6pp | 76.5%+10.8pp | 69.5%+17.7pp |
| Annual return | 11.06% | 530.12%-519.1pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $11,189 | $2,471+352.8% | $3,679+204.1% | $2,342+377.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12,771 | $3,840+232.6% | $5,194+145.9% | $4,645+174.9% |