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 | $165,409 | $133,922+23.5% | $116,228+42.3% | $142,382+16.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 9.46% | 147.76%-138.3pp | 90.06%-80.6pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,277 | $3,446-62.9% | $2,994-57.4% | $4,299-70.3% |
| Participant deferral / active EE | $5,309 | $5,672-6.4% | $4,953+7.2% | $6,507-18.4% |
| Admin fee / account holder | $1,915 | $14,945-87.2% | $11,989-84.0% | $12,624-84.8% |