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 | $175,852 | $114,381+53.7% | $107,525+63.5% | $142,382+23.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 7.79% | 242.71%-234.9pp | 181.32%-173.5pp | 217.08%-209.3pp |
| Employer contribution / active EE | $2,863 | $4,015-28.7% | $3,754-23.7% | $4,299-33.4% |
| Participant deferral / active EE | $6,449 | $5,564+15.9% | $5,116+26.1% | $6,507-0.9% |
| Admin fee / account holder | $124,836 | $9,860+1166.1% | $8,919+1299.7% | $12,624+888.9% |