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 | $179,276 | $65,365+174.3% | $92,893+93.0% | $72,985+145.6% |
| Participation rate | 84.6% | 68.3%+16.3pp | 76.0%+8.6pp | 69.5%+15.1pp |
| Annual return | 4.44% | 42.10%-37.7pp | 109.41%-105.0pp | 81.00%-76.6pp |
| Employer contribution / active EE | $6,715 | $2,594+158.9% | $3,653+83.8% | $2,440+175.2% |
| Participant deferral / active EE | $8,898 | $3,128+184.4% | $4,236+110.0% | $3,607+146.7% |
| Admin fee / account holder | $651 | $4,251-84.7% | $5,794-88.8% | $5,124-87.3% |