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 | $116,112 | $54,705+112.3% | $71,209+63.1% | $84,808+36.9% |
| Participation rate | 77.4% | 64.1%+13.3pp | 73.8%+3.7pp | 68.3%+9.1pp |
| Annual return | 11.55% | 35.90%-24.3pp | 282.51%-271.0pp | 40.90%-29.3pp |
| Employer contribution / active EE | $5,752 | $2,158+166.5% | $2,721+111.4% | $2,631+118.6% |
| Participant deferral / active EE | $2,026 | $3,030-33.1% | $4,175-51.5% | $4,212-51.9% |
| Admin fee / account holder | $3,255 | $4,863-33.1% | $5,349-39.1% | $7,344-55.7% |