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 | $71,442 | $57,281+24.7% | $86,612-17.5% | $75,163-5.0% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 6.56% | 2670.75%-2664.2pp | 591.07%-584.5pp | 160.62%-154.1pp |
| Employer contribution / active EE | $2,701 | $2,314+16.7% | $3,022-10.6% | $2,670+1.2% |
| Participant deferral / active EE | $3,535 | $3,318+6.5% | $4,438-20.3% | $4,125-14.3% |
| Admin fee / account holder | $984 | $4,112-76.1% | $5,614-82.5% | $5,651-82.6% |