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 6-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 | $212,286 | $74,888+183.5% | $71,209+198.1% | $142,382+49.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 12.89% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $795 | $2,854-72.2% | $2,721-70.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,722 | $4,454-61.3% | $4,175-58.8% | $6,507-73.5% |
| Admin fee / account holder | $6,186 | $5,568+11.1% | $5,349+15.6% | $12,624-51.0% |