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 | $113,311 | $58,208+94.7% | $81,812+38.5% | $80,856+40.1% |
| Participation rate | 86.7% | 63.4%+23.3pp | 72.3%+14.3pp | 67.6%+19.0pp |
| Annual return | 10.39% | 41.66%-31.3pp | 773.79%-763.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $2,946 | $2,340+25.9% | $2,912+1.2% | $2,755+6.9% |
| Participant deferral / active EE | $5,597 | $3,281+70.6% | $4,319+29.6% | $4,296+30.3% |
| Admin fee / account holder | $7,735 | $4,981+55.3% | $7,386+4.7% | $6,918+11.8% |