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 | $191,576 | $90,503+111.7% | $78,689+143.5% | $273,961-30.1% |
| Participation rate | 93.3% | 76.5%+16.8pp | 73.6%+19.8pp | 83.0%+10.3pp |
| Annual return | -2.21% | 75.60%-77.8pp | 62.18%-64.4pp | 41.45%-43.7pp |
| Employer contribution / active EE | $18,234 | $3,176+474.2% | $2,851+539.7% | $4,869+274.5% |
| Participant deferral / active EE | $6,924 | $3,901+77.5% | $3,517+96.9% | $5,287+31.0% |
| Admin fee / account holder | $13,360 | $5,263+153.8% | $4,510+196.2% | $10,132+31.9% |