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 | $161,054 | $159,901+0.7% | $146,958+9.6% | $145,922+10.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 9.15% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,697 | $5,286-49.0% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $6,041 | $8,428-28.3% | $8,070-25.1% | $6,688-9.7% |
| Admin fee / account holder | $14,819 | $15,044-1.5% | $12,998+14.0% | $13,397+10.6% |