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 | $209,473 | $74,888+179.7% | $71,209+194.2% | $142,382+47.1% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 8.95% | 345.14%-336.2pp | 282.51%-273.6pp | 217.08%-208.1pp |
| Employer contribution / active EE | $4,907 | $2,854+71.9% | $2,721+80.4% | $4,299+14.1% |
| Participant deferral / active EE | $5,172 | $4,454+16.1% | $4,175+23.9% | $6,507-20.5% |
| Admin fee / account holder | $3,626 | $5,568-34.9% | $5,349-32.2% | $12,624-71.3% |