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 | $214,949 | $96,305+123.2% | $80,569+166.8% | $139,434+54.2% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 8.82% | 1350.08%-1341.3pp | 935.43%-926.6pp | 372.94%-364.1pp |
| Employer contribution / active EE | $2,304 | $3,262-29.4% | $2,723-15.4% | $4,751-51.5% |
| Participant deferral / active EE | $9,380 | $5,232+79.3% | $4,447+110.9% | $6,710+39.8% |
| Admin fee / account holder | $9,695 | $6,599+46.9% | $5,377+80.3% | $11,403-15.0% |