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 | $143,046 | $209,411-31.7% | $178,490-19.9% | $158,922-10.0% |
| Participation rate | 88.9% | 86.3%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 4.03% | 188.75%-184.7pp | 151.07%-147.0pp | 302.83%-298.8pp |
| Employer contribution / active EE | $2,750 | $5,706-51.8% | $5,011-45.1% | $4,761-42.2% |
| Participant deferral / active EE | $2,548 | $5,954-57.2% | $5,202-51.0% | $5,982-57.4% |
| Admin fee / account holder | $160,012 | $17,074+837.1% | $13,984+1044.3% | $11,246+1322.9% |