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 | $141,927 | $159,901-11.2% | $146,958-3.4% | $145,922-2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.12% | 98.13%-93.0pp | 418.34%-413.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,554 | $5,286-32.8% | $4,933-27.9% | $4,660-23.7% |
| Participant deferral / active EE | $5,079 | $8,428-39.7% | $8,070-37.1% | $6,688-24.1% |
| Admin fee / account holder | $4,275 | $15,044-71.6% | $12,998-67.1% | $13,397-68.1% |