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 | $135,534 | $63,346+114.0% | $92,233+46.9% | $70,131+93.3% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 5.77% | 530.12%-524.3pp | 176.28%-170.5pp | 73.14%-67.4pp |
| Employer contribution / active EE | $2,821 | $2,471+14.2% | $3,679-23.3% | $2,342+20.4% |
| Participant deferral / active EE | $5,835 | $2,854+104.5% | $3,897+49.8% | $3,332+75.1% |
| Admin fee / account holder | $4,156 | $3,840+8.2% | $5,194-20.0% | $4,645-10.5% |