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 | $111,003 | $74,888+48.2% | $71,209+55.9% | $142,382-22.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.50% | 345.14%-335.6pp | 282.51%-273.0pp | 217.08%-207.6pp |
| Employer contribution / active EE | $734 | $2,854-74.3% | $2,721-73.0% | $4,299-82.9% |
| Participant deferral / active EE | $5,334 | $4,454+19.8% | $4,175+27.8% | $6,507-18.0% |
| Admin fee / account holder | $896 | $5,568-83.9% | $5,349-83.2% | $12,624-92.9% |