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 | $151,022 | $74,888+101.7% | $71,209+112.1% | $142,382+6.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 12.75% | 345.14%-332.4pp | 282.51%-269.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6,738 | $2,854+136.1% | $2,721+147.6% | $4,299+56.7% |
| Participant deferral / active EE | $12,479 | $4,454+180.1% | $4,175+198.9% | $6,507+91.8% |
| Admin fee / account holder | $2,747 | $5,568-50.7% | $5,349-48.6% | $12,624-78.2% |