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 | $205,490 | $74,888+174.4% | $71,209+188.6% | $142,382+44.3% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.1%-7.9pp |
| Annual return | 11.76% | 345.14%-333.4pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $3,304 | $2,854+15.7% | $2,721+21.4% | $4,299-23.2% |
| Participant deferral / active EE | $10,292 | $4,454+131.0% | $4,175+146.5% | $6,507+58.2% |
| Admin fee / account holder | $43,291 | $5,568+677.4% | $5,349+709.4% | $12,624+242.9% |