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 | $117,967 | $48,046+145.5% | $84,611+39.4% | $72,985+61.6% |
| Participation rate | 96.6% | 57.6%+39.0pp | 68.2%+28.3pp | 69.5%+27.1pp |
| Annual return | 16.28% | 37.38%-21.1pp | 258.74%-242.5pp | 81.00%-64.7pp |
| Employer contribution / active EE | $6,032 | $1,602+276.6% | $2,652+127.5% | $2,440+147.2% |
| Participant deferral / active EE | $1,441 | $2,680-46.2% | $3,899-63.0% | $3,607-60.1% |
| Admin fee / account holder | $2,223 | $3,395-34.5% | $4,912-54.7% | $5,124-56.6% |