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 | $202,560 | $159,602+26.9% | $150,045+35.0% | $142,382+42.3% |
| Participation rate | 73.3% | 84.0%-10.6pp | 82.3%-9.0pp | 80.1%-6.8pp |
| Annual return | 11.05% | 70.24%-59.2pp | 62.55%-51.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $4,593 | $4,961-7.4% | $4,693-2.1% | $4,299+6.8% |
| Participant deferral / active EE | $7,146 | $8,310-14.0% | $7,997-10.6% | $6,507+9.8% |
| Admin fee / account holder | $699 | $14,846-95.3% | $13,435-94.8% | $12,624-94.5% |