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 | $84,508 | $106,890-20.9% | $84,015+0.6% | $152,861-44.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 0.85% | 104.99%-104.1pp | 71.31%-70.5pp | 345.32%-344.5pp |
| Employer contribution / active EE | $3,055 | $2,734+11.7% | $1,983+54.0% | $4,762-35.9% |
| Participant deferral / active EE | $3,828 | $4,011-4.6% | $3,239+18.2% | $5,850-34.6% |
| Admin fee / account holder | $4,275 | $8,285-48.4% | $6,101-29.9% | $11,596-63.1% |