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 | $247,738 | $148,534+66.8% | $135,903+82.3% | $139,434+77.7% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 10.69% | 79.19%-68.5pp | 68.23%-57.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $5,958 | $5,243+13.6% | $4,856+22.7% | $4,751+25.4% |
| Participant deferral / active EE | $12,476 | $8,100+54.0% | $7,758+60.8% | $6,710+85.9% |
| Admin fee / account holder | $5,345 | $12,400-56.9% | $10,762-50.3% | $11,403-53.1% |