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 | $89,175 | $106,890-16.6% | $84,015+6.1% | $152,861-41.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.22% | 104.99%-97.8pp | 71.31%-64.1pp | 345.32%-338.1pp |
| Employer contribution / active EE | $8,132 | $2,734+197.4% | $1,983+310.0% | $4,762+70.8% |
| Participant deferral / active EE | $2,309 | $4,011-42.4% | $3,239-28.7% | $5,850-60.5% |
| Admin fee / account holder | $4,108 | $8,285-50.4% | $6,101-32.7% | $11,596-64.6% |