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 | $210,587 | $110,809+90.0% | $86,874+142.4% | $167,490+25.7% |
| Participation rate | 83.3% | 75.8%+7.5pp | 71.6%+11.7pp | 82.1%+1.2pp |
| Annual return | 3.70% | 116.98%-113.3pp | 63.52%-59.8pp | 478.56%-474.9pp |
| Employer contribution / active EE | $10,653 | $3,244+228.4% | $2,495+326.9% | $4,837+120.2% |
| Participant deferral / active EE | $11,038 | $4,546+142.8% | $3,699+198.4% | $6,341+74.1% |
| Admin fee / account holder | $5,825 | $8,415-30.8% | $5,828-0.1% | $12,309-52.7% |