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 | $218,808 | $209,411+4.5% | $178,490+22.6% | $158,922+37.7% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 3.49% | 188.75%-185.3pp | 151.07%-147.6pp | 302.83%-299.3pp |
| Employer contribution / active EE | $4,217 | $5,706-26.1% | $5,011-15.8% | $4,761-11.4% |
| Participant deferral / active EE | $4,122 | $5,954-30.8% | $5,202-20.8% | $5,982-31.1% |
| Admin fee / account holder | $29,630 | $17,074+73.5% | $13,984+111.9% | $11,246+163.5% |