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 | $135,852 | $105,998+28.2% | $92,233+47.3% | $147,584-7.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.70% | 50.05%-40.3pp | 176.28%-166.6pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,497 | $4,333-65.4% | $3,679-59.3% | $4,876-69.3% |
| Participant deferral / active EE | $5,294 | $4,478+18.2% | $3,897+35.9% | $5,439-2.7% |
| Admin fee / account holder | $836 | $6,332-86.8% | $5,194-83.9% | $10,885-92.3% |