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 | $134,786 | $183,963-26.7% | $162,163-16.9% | $152,861-11.8% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.6%+0.7pp | 82.4%+5.8pp |
| Annual return | 11.63% | 150.76%-139.1pp | 115.59%-104.0pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,894 | $6,371-54.6% | $5,614-48.4% | $4,762-39.2% |
| Participant deferral / active EE | $6,252 | $8,034-22.2% | $7,298-14.3% | $5,850+6.9% |
| Admin fee / account holder | $3,474 | $13,121-73.5% | $10,843-68.0% | $11,596-70.0% |