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 | $78,503 | $100,041-21.5% | $149,718-47.6% | $70,131+11.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 9.22% | 27.43%-18.2pp | 1501.63%-1492.4pp | 73.14%-63.9pp |
| Employer contribution / active EE | $2,132 | $3,662-41.8% | $5,445-60.9% | $2,342-9.0% |
| Participant deferral / active EE | $3,175 | $4,983-36.3% | $6,569-51.7% | $3,332-4.7% |
| Admin fee / account holder | $984 | $8,286-88.1% | $11,283-91.3% | $4,645-78.8% |