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 | $68,829 | $144,119-52.2% | $117,854-41.6% | $147,584-53.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.14% | 531.15%-524.0pp | 335.08%-327.9pp | 578.55%-571.4pp |
| Employer contribution / active EE | $6,184 | $4,896+26.3% | $3,786+63.3% | $4,876+26.8% |
| Participant deferral / active EE | $2,601 | $5,316-51.1% | $4,482-42.0% | $5,439-52.2% |
| Admin fee / account holder | $573 | $10,886-94.7% | $8,020-92.9% | $10,885-94.7% |