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 | $142,977 | $111,724+28.0% | $93,606+52.7% | $145,922-2.0% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 7.33% | 202.98%-195.6pp | 133.20%-125.9pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,320 | $3,090-24.9% | $2,420-4.1% | $4,660-50.2% |
| Participant deferral / active EE | $9,295 | $4,912+89.2% | $4,411+110.7% | $6,688+39.0% |
| Admin fee / account holder | $875 | $10,250-91.5% | $8,285-89.4% | $13,397-93.5% |