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 | $138,505 | $133,922+3.4% | $116,228+19.2% | $142,382-2.7% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.6%+5.4pp | 80.1%-0.1pp |
| Annual return | 5.07% | 147.76%-142.7pp | 90.06%-85.0pp | 217.08%-212.0pp |
| Employer contribution / active EE | $2,305 | $3,446-33.1% | $2,994-23.0% | $4,299-46.4% |
| Participant deferral / active EE | $5,137 | $5,672-9.4% | $4,953+3.7% | $6,507-21.1% |
| Admin fee / account holder | $516 | $14,945-96.5% | $11,989-95.7% | $12,624-95.9% |