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 | $161,215 | $74,888+115.3% | $71,209+126.4% | $142,382+13.2% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 11.42% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,010 | $2,854-29.6% | $2,721-26.1% | $4,299-53.2% |
| Participant deferral / active EE | $5,675 | $4,454+27.4% | $4,175+35.9% | $6,507-12.8% |
| Admin fee / account holder | $3,189 | $5,568-42.7% | $5,349-40.4% | $12,624-74.7% |