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 | $141,850 | $74,888+89.4% | $71,209+99.2% | $142,382-0.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 9.35% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $7,614 | $2,854+166.8% | $2,721+179.8% | $4,299+77.1% |
| Participant deferral / active EE | $5,335 | $4,454+19.8% | $4,175+27.8% | $6,507-18.0% |
| Admin fee / account holder | $1,078 | $5,568-80.6% | $5,349-79.8% | $12,624-91.5% |