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 | $159,081 | $157,256+1.2% | $141,162+12.7% | $152,861+4.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 7.12% | 64.32%-57.2pp | 71.39%-64.3pp | 345.32%-338.2pp |
| Employer contribution / active EE | $1,783 | $5,261-66.1% | $4,735-62.4% | $4,762-62.6% |
| Participant deferral / active EE | $19,613 | $7,109+175.9% | $6,709+192.3% | $5,850+235.2% |
| Admin fee / account holder | $55,668 | $12,120+359.3% | $10,261+442.5% | $11,596+380.0% |