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 | $75,646 | $65,561+15.4% | $86,188-12.2% | $75,163+0.6% |
| Participation rate | 92.3% | 60.5%+31.8pp | 69.0%+23.3pp | 67.2%+25.1pp |
| Annual return | 12.02% | 46.05%-34.0pp | 1168.45%-1156.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,212 | $1,553+42.5% | $2,380-7.1% | $2,670-17.2% |
| Participant deferral / active EE | $4,092 | $3,024+35.3% | $3,985+2.7% | $4,125-0.8% |
| Admin fee / account holder | $2,319 | $5,474-57.6% | $6,852-66.2% | $5,651-59.0% |