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 | $184,237 | $109,982+67.5% | $97,226+89.5% | $145,922+26.3% |
| Participation rate | 79.2% | 75.9%+3.2pp | 72.7%+6.5pp | 80.3%-1.1pp |
| Annual return | 5.96% | 242.90%-236.9pp | 75.13%-69.2pp | 561.29%-555.3pp |
| Employer contribution / active EE | $2,732 | $3,084-11.4% | $2,729+0.1% | $4,660-41.4% |
| Participant deferral / active EE | $7,092 | $4,676+51.7% | $4,264+66.3% | $6,688+6.0% |
| Admin fee / account holder | $5,274 | $6,221-15.2% | $5,654-6.7% | $13,397-60.6% |