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 | $92,956 | $88,751+4.7% | $81,812+13.6% | $145,922-36.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 7.38% | 1025.40%-1018.0pp | 773.79%-766.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $5,220 | $3,083+69.3% | $2,912+79.2% | $4,660+12.0% |
| Participant deferral / active EE | $9,056 | $4,643+95.0% | $4,319+109.7% | $6,688+35.4% |
| Admin fee / account holder | $57,066 | $8,415+578.1% | $7,386+672.6% | $13,397+326.0% |