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 | $228,259 | $214,378+6.5% | $200,582+13.8% | $142,382+60.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 10.85% | 46.41%-35.6pp | 42.33%-31.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $8,671 | $6,841+26.7% | $6,419+35.1% | $4,299+101.7% |
| Participant deferral / active EE | $7,980 | $9,865-19.1% | $9,331-14.5% | $6,507+22.6% |
| Admin fee / account holder | $8,441 | $17,692-52.3% | $16,305-48.2% | $12,624-33.1% |