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 | $147,410 | $83,902+75.7% | $167,512-12.0% | $84,808+73.8% |
| Participation rate | 74.1% | 66.5%+7.6pp | 77.1%-3.0pp | 68.3%+5.8pp |
| Annual return | 12.98% | 91.55%-78.6pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $2,708 | $2,264+19.6% | $3,882-30.2% | $2,631+2.9% |
| Participant deferral / active EE | $7,399 | $4,442+66.6% | $6,405+15.5% | $4,212+75.7% |
| Admin fee / account holder | $7,487 | $7,915-5.4% | $9,769-23.4% | $7,344+2.0% |