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 | $249,797 | $70,756+253.0% | $65,493+281.4% | $142,382+75.4% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 10.19% | 1754.89%-1744.7pp | 982.45%-972.3pp | 217.08%-206.9pp |
| Employer contribution / active EE | $8,720 | $2,881+202.7% | $2,574+238.8% | $4,299+102.8% |
| Participant deferral / active EE | $7,244 | $4,637+56.2% | $3,961+82.9% | $6,507+11.3% |
| Admin fee / account holder | $5,931 | $6,559-9.6% | $5,028+18.0% | $12,624-53.0% |