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 | $242,138 | $114,381+111.7% | $107,525+125.2% | $142,382+70.1% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 11.43% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,499 | $4,015-37.7% | $3,754-33.4% | $4,299-41.9% |
| Participant deferral / active EE | $11,242 | $5,564+102.0% | $5,116+119.8% | $6,507+72.8% |
| Admin fee / account holder | $881 | $9,860-91.1% | $8,919-90.1% | $12,624-93.0% |