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 9-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 | $148,170 | $74,888+97.9% | $71,209+108.1% | $142,382+4.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 12.15% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,151 | $2,854-24.6% | $2,721-20.9% | $4,299-50.0% |
| Participant deferral / active EE | $6,003 | $4,454+34.8% | $4,175+43.8% | $6,507-7.8% |
| Admin fee / account holder | $11,373 | $5,568+104.2% | $5,349+112.6% | $12,624-9.9% |