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 | $107,866 | $102,317+5.4% | $146,958-26.6% | $80,856+33.4% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 10.92% | 134.76%-123.8pp | 418.34%-407.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,876 | $3,713+85.2% | $4,933+39.4% | $2,755+149.6% |
| Participant deferral / active EE | $11,639 | $6,644+75.2% | $8,070+44.2% | $4,296+170.9% |
| Admin fee / account holder | $2,783 | $7,941-64.9% | $12,998-78.6% | $6,918-59.8% |