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 | $142,980 | $74,888+90.9% | $71,209+100.8% | $142,382+0.4% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 11.51% | 345.14%-333.6pp | 282.51%-271.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,450 | $2,854-14.2% | $2,721-10.0% | $4,299-43.0% |
| Participant deferral / active EE | $6,160 | $4,454+38.3% | $4,175+47.5% | $6,507-5.3% |
| Admin fee / account holder | $1,895 | $5,568-66.0% | $5,349-64.6% | $12,624-85.0% |