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 9-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 | $132,663 | $133,922-0.9% | $116,228+14.1% | $142,382-6.8% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.6%-3.1pp | 80.1%-8.7pp |
| Annual return | 9.43% | 147.76%-138.3pp | 90.06%-80.6pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,579 | $3,446-54.2% | $2,994-47.3% | $4,299-63.3% |
| Participant deferral / active EE | $9,430 | $5,672+66.2% | $4,953+90.4% | $6,507+44.9% |
| Admin fee / account holder | $25,387 | $14,945+69.9% | $11,989+111.8% | $12,624+101.1% |