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 | $136,464 | $148,534-8.1% | $135,903+0.4% | $139,434-2.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 4.48% | 79.19%-74.7pp | 68.23%-63.8pp | 372.94%-368.5pp |
| Employer contribution / active EE | $3,084 | $5,243-41.2% | $4,856-36.5% | $4,751-35.1% |
| Participant deferral / active EE | $12,892 | $8,100+59.2% | $7,758+66.2% | $6,710+92.1% |
| Admin fee / account holder | $19,987 | $12,400+61.2% | $10,762+85.7% | $11,403+75.3% |