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 | $247,515 | $154,117+60.6% | $129,995+90.4% | $139,434+77.5% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.2pp |
| Annual return | 8.83% | 32.48%-23.6pp | -137.18%+146.0pp | 372.94%-364.1pp |
| Employer contribution / active EE | $13,980 | $5,289+164.3% | $4,320+223.6% | $4,751+194.3% |
| Participant deferral / active EE | $7,685 | $6,710+14.5% | $5,820+32.0% | $6,710+14.5% |
| Admin fee / account holder | $45,572 | $14,007+225.4% | $10,614+329.3% | $11,403+299.7% |