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 | $116,947 | $105,998+10.3% | $92,233+26.8% | $147,584-20.8% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 8.08% | 50.05%-42.0pp | 176.28%-168.2pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,095 | $4,333-74.7% | $3,679-70.2% | $4,876-77.6% |
| Participant deferral / active EE | $5,134 | $4,478+14.6% | $3,897+31.7% | $5,439-5.6% |
| Admin fee / account holder | $65,821 | $6,332+939.5% | $5,194+1167.4% | $10,885+504.7% |