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 | $194,292 | $74,888+159.4% | $71,209+172.8% | $142,382+36.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 6.59% | 345.14%-338.6pp | 282.51%-275.9pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,738 | $2,854-39.1% | $2,721-36.1% | $4,299-59.6% |
| Participant deferral / active EE | $3,666 | $4,454-17.7% | $4,175-12.2% | $6,507-43.7% |
| Admin fee / account holder | $3,090 | $5,568-44.5% | $5,349-42.2% | $12,624-75.5% |