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 | $240,791 | $111,724+115.5% | $93,606+157.2% | $145,922+65.0% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 4.98% | 202.98%-198.0pp | 133.20%-128.2pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,236 | $3,090-27.6% | $2,420-7.6% | $4,660-52.0% |
| Participant deferral / active EE | $3,282 | $4,912-33.2% | $4,411-25.6% | $6,688-50.9% |
| Admin fee / account holder | $14,412 | $10,250+40.6% | $8,285+73.9% | $13,397+7.6% |