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 | $118,844 | $115,770+2.7% | $101,248+17.4% | $158,922-25.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.06% | 56.14%-52.1pp | 46.47%-42.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,471 | $4,175-64.8% | $3,660-59.8% | $4,761-69.1% |
| Participant deferral / active EE | $9,186 | $4,957+85.3% | $4,370+110.2% | $5,982+53.6% |
| Admin fee / account holder | $828 | $7,245-88.6% | $5,945-86.1% | $11,246-92.6% |