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 | $109,951 | $63,346+73.6% | $92,233+19.2% | $70,131+56.8% |
| Participation rate | 96.4% | 68.7%+27.8pp | 76.5%+19.9pp | 69.5%+26.9pp |
| Annual return | 10.88% | 530.12%-519.2pp | 176.28%-165.4pp | 73.14%-62.3pp |
| Employer contribution / active EE | $12,920 | $2,471+422.8% | $3,679+251.1% | $2,342+451.5% |
| Participant deferral / active EE | $3,463 | $2,854+21.3% | $3,897-11.1% | $3,332+3.9% |
| Admin fee / account holder | $5,333 | $3,840+38.9% | $5,194+2.7% | $4,645+14.8% |