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 | $185,751 | $209,411-11.3% | $178,490+4.1% | $158,922+16.9% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 2.87% | 188.75%-185.9pp | 151.07%-148.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $9,827 | $5,706+72.2% | $5,011+96.1% | $4,761+106.4% |
| Participant deferral / active EE | $6,002 | $5,954+0.8% | $5,202+15.4% | $5,982+0.3% |
| Admin fee / account holder | $8,132 | $17,074-52.4% | $13,984-41.8% | $11,246-27.7% |