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 | $164,173 | $157,256+4.4% | $141,162+16.3% | $152,861+7.4% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.4%+10.4pp |
| Annual return | 3.94% | 64.32%-60.4pp | 71.39%-67.5pp | 345.32%-341.4pp |
| Employer contribution / active EE | $4,189 | $5,261-20.4% | $4,735-11.5% | $4,762-12.0% |
| Participant deferral / active EE | $8,321 | $7,109+17.0% | $6,709+24.0% | $5,850+42.2% |
| Admin fee / account holder | $2,692 | $12,120-77.8% | $10,261-73.8% | $11,596-76.8% |