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 | $168,186 | $74,888+124.6% | $71,209+136.2% | $142,382+18.1% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 10.43% | 345.14%-334.7pp | 282.51%-272.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,354 | $2,854-17.5% | $2,721-13.5% | $4,299-45.2% |
| Participant deferral / active EE | $7,341 | $4,454+64.8% | $4,175+75.8% | $6,507+12.8% |
| Admin fee / account holder | $2,936 | $5,568-47.3% | $5,349-45.1% | $12,624-76.7% |