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 | $54,732 | $48,795+12.2% | $65,493-16.4% | $84,808-35.5% |
| Participation rate | 93.2% | 67.0%+26.2pp | 73.1%+20.1pp | 68.3%+24.9pp |
| Annual return | 9.37% | 20.20%-10.8pp | 982.45%-973.1pp | 40.90%-31.5pp |
| Employer contribution / active EE | $6,328 | $1,930+227.9% | $2,574+145.8% | $2,631+140.5% |
| Participant deferral / active EE | $5,750 | $2,928+96.3% | $3,961+45.2% | $4,212+36.5% |
| Admin fee / account holder | $9,279 | $3,877+139.3% | $5,028+84.5% | $7,344+26.4% |