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 | $79,121 | $60,124+31.6% | $90,404-12.5% | $79,858-0.9% |
| Participation rate | 92.3% | 65.0%+27.3pp | 72.7%+19.6pp | 69.6%+22.7pp |
| Annual return | 8.91% | 71.94%-63.0pp | 1293.02%-1284.1pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,819 | $2,068-12.0% | $3,262-44.2% | $2,471-26.4% |
| Participant deferral / active EE | $5,932 | $2,938+101.9% | $3,963+49.7% | $3,740+58.6% |
| Admin fee / account holder | $1,886 | $3,976-52.6% | $5,611-66.4% | $5,306-64.5% |