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 | $118,238 | $210,648-43.9% | $177,989-33.6% | $145,922-19.0% |
| Participation rate | 84.2% | 80.8%+3.5pp | 77.1%+7.1pp | 80.3%+3.9pp |
| Annual return | 6.62% | 385.86%-379.2pp | 294.48%-287.9pp | 561.29%-554.7pp |
| Employer contribution / active EE | $837 | $4,565-81.7% | $3,949-78.8% | $4,660-82.0% |
| Participant deferral / active EE | $4,145 | $6,958-40.4% | $6,276-34.0% | $6,688-38.0% |
| Admin fee / account holder | $5,001 | $12,013-58.4% | $10,363-51.7% | $13,397-62.7% |