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 | $88,633 | $24,730+258.4% | $66,042+34.2% | $84,808+4.5% |
| Participation rate | 84.6% | 68.1%+16.5pp | 67.5%+17.1pp | 68.3%+16.3pp |
| Annual return | 13.18% | 79.55%-66.4pp | 52.11%-38.9pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,310 | $857+169.6% | $1,579+46.3% | $2,631-12.2% |
| Participant deferral / active EE | $4,630 | $1,737+166.6% | $2,835+63.3% | $4,212+9.9% |
| Admin fee / account holder | $4,948 | $3,014+64.2% | $5,747-13.9% | $7,344-32.6% |