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 | $206,407 | $114,381+80.5% | $107,525+92.0% | $142,382+45.0% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 10.65% | 242.71%-232.1pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,137 | $4,015+27.9% | $3,754+36.8% | $4,299+19.5% |
| Participant deferral / active EE | $10,624 | $5,564+90.9% | $5,116+107.7% | $6,507+63.3% |
| Admin fee / account holder | $1,621 | $9,860-83.6% | $8,919-81.8% | $12,624-87.2% |