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 | $191,427 | $189,613+1.0% | $167,512+14.3% | $142,382+34.4% |
| Participation rate | 85.7% | 80.1%+5.6pp | 77.1%+8.7pp | 80.1%+5.6pp |
| Annual return | 9.36% | 2024.68%-2015.3pp | 1615.79%-1606.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $4,626 | $4,349+6.4% | $3,882+19.2% | $4,299+7.6% |
| Participant deferral / active EE | $11,464 | $6,981+64.2% | $6,405+79.0% | $6,507+76.2% |
| Admin fee / account holder | $7,753 | $10,528-26.4% | $9,769-20.6% | $12,624-38.6% |